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FWM
Focused Wealth Management’s
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
Stock Holding History
Focused Wealth Management’s Portfolio
DGS Stock Details
DGS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q1
–
Sell
-17
Closed
-$1K
–
702
2017
Q4
$1K
Hold
17
–
–
﹤0.01%
638
2017
Q3
$1K
Hold
17
–
–
﹤0.01%
604
2017
Q2
$1K
Hold
17
–
–
﹤0.01%
661
2017
Q1
$1K
Hold
17
–
–
﹤0.01%
639
2016
Q4
$1K
Hold
17
–
–
﹤0.01%
641
2016
Q3
$1K
Hold
17
–
–
﹤0.01%
617
2016
Q2
$1K
Hold
17
–
–
﹤0.01%
617
2016
Q1
$1K
Hold
17
–
–
﹤0.01%
587
2015
Q4
$1K
Hold
17
–
–
﹤0.01%
615
2015
Q3
$1K
Hold
17
–
–
﹤0.01%
620
2015
Q2
$1K
Hold
17
–
–
﹤0.01%
604
2015
Q1
$1K
Hold
17
–
–
﹤0.01%
625
2014
Q4
$1K
Hold
17
–
–
﹤0.01%
612
2014
Q3
$1K
Hold
17
–
–
﹤0.01%
635
2014
Q2
$1K
Hold
17
–
–
﹤0.01%
626
2014
Q1
$1K
Hold
17
–
–
﹤0.01%
590
2013
Q4
$1K
Hold
17
–
–
﹤0.01%
584
2013
Q3
$1K
Buy
+17
New
+$786
﹤0.01%
552
Other funds holding DGS
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PP
Palladium Partners
Norfolk, Virginia
$2.28B AUM
12.96%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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