Financial Gravity Asset Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Financial Gravity Asset Management’s Portfolio DGS Stock Details DGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-34	Closed	-$1.11K	–	215
2020 Q1	$1.11K	Buy	34 +14	+70%	+$591	﹤0.01%	462
2019 Q4	$48K	Buy	20 +15	+300%	+$688	0.03%	667
2019 Q3	$0	Buy	5 +1	+25%	+$46	﹤0.01%	1263
2019 Q2	$0	Sell	4 -4	-50%	-$186	﹤0.01%	1314
2019 Q1	$0	Buy	+8	New	+$366	﹤0.01%	1357
2018 Q3	$39K	Buy	979 +91	+10%	+$4.28K	0.04%	383
2018 Q2	$42K	Buy	888 +409	+85%	+$21.2K	0.04%	367
2018 Q1	$25K	Buy	+479	New	+$26K	0.03%	487

Other funds holding DGS

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return