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
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $38.7B AUM 44.46% 1-Year Est. Return

Financial Gravity Asset Management's DGS Position: Q4 2019 in Review

Financial Gravity Asset Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 300% in Q4 2019, buying an estimated $688 and bringing the position to 20 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #667.

Financial Gravity Asset Management first reported a position in DGS in Q1 2018 and has held it in 7 quarters since. 202 funds tracked by Wall St. Rank hold DGS as of Q4 2019.

Financial Gravity Asset Management held 20 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $48K as of Q4 2019.
Financial Gravity Asset Management bought 15 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2019, an estimated $688.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.03% of Financial Gravity Asset Management's portfolio in Q4 2019, its #667 holding.
Financial Gravity Asset Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2018 and has held it in 7 quarters since.
202 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.