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

Financial Gravity Companies’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
2018
Q4 		$47K Buy
+1,021
New +$43.4K 0.04% 353
2018
Q1 		$25K Buy
479
+68
+17% +$3.69K 0.03% 487
2017
Q4 		$23K Buy
+411
New +$20.4K 0.03% 466

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Financial Gravity Companies's DGS Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2018: 1,021 shares worth $47K. The stake represents 0.04% of the portfolio and ranks #353 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DGS as recently as Q1 2018.

Financial Gravity Companies first reported a position in DGS in Q4 2017 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold DGS as of Q4 2018.

  • Financial Gravity Companies held 1,021 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $47K as of Q4 2018.
  • WisdomTree Emerging Markets SmallCap Dividend Fund was a new Financial Gravity Companies position in Q4 2018.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.04% of Financial Gravity Companies's portfolio in Q4 2018, its #353 holding.
  • Financial Gravity Companies first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.