Flagship Harbor Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Flagship Harbor Advisors’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 Q4	–	Sell	-35	Closed	-$1K	–	811
2020 Q3	$1K	Sell	35 -295	-89%	-$12.3K	﹤0.01%	1802
2020 Q2	$12K	Buy	330 +39	+13%	+$1.45K	﹤0.01%	1291
2020 Q1	$10K	Buy	291 +1	+0.3%	+$42	﹤0.01%	1227
2019 Q4	$14K	Sell	290 -279	-49%	-$12.8K	﹤0.01%	1223
2019 Q3	$25K	Buy	569 +5	+0.9%	+$229	﹤0.01%	1009
2019 Q2	$26K	Buy	564 +4	+0.7%	+$186	0.01%	984
2019 Q1	$26K	Buy	560 +1	+0.2%	+$46	0.01%	966
2018 Q4	$23K	Sell	559 -325	-37%	-$13.8K	0.01%	952
2018 Q3	$40K	Buy	884 +25	+3%	+$1.18K	0.01%	887
2018 Q2	$41K	Buy	+859	New	+$44.5K	0.01%	850

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 $501B 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

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

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

Victory Capital Management

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

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return