Glassman Wealth Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Glassman Wealth Services’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	-150	Closed	-$5K	–	1297
2020 Q1	$5K	Buy	+150	New	+$6.34K	﹤0.01%	511
2018 Q3	–	Sell	-225	Closed	-$11K	–	842
2018 Q2	$11K	Hold	225	–	–	0.01%	357
2018 Q1	$12K	Hold	225	–	–	0.01%	337
2017 Q4	$12K	Hold	225	–	–	0.01%	309
2017 Q3	$11K	Hold	225	–	–	0.01%	287
2017 Q2	$10K	Hold	225	–	–	0.01%	301
2017 Q1	$10K	Hold	225	–	–	0.01%	348
2016 Q4	$9K	Buy	225 +75	+50%	+$3K	0.01%	376
2016 Q3	$6K	Hold	150	–	–	0.01%	340
2016 Q2	$6K	Hold	150	–	–	0.01%	368
2016 Q1	$6K	Hold	150	–	–	0.01%	358
2015 Q4	$5K	Hold	150	–	–	﹤0.01%	367
2015 Q3	$5K	Hold	150	–	–	﹤0.01%	362
2015 Q2	$7K	Hold	150	–	–	0.01%	357
2015 Q1	$7K	Hold	150	–	–	0.01%	365
2014 Q4	$6K	Buy	+150	New	+$6.68K	﹤0.01%	411

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

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

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

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

BFM

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

3AM

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

FPIS

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

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

Glassman Wealth Services's DGS Position: Q2 2020 in Review

Glassman Wealth Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2020, closing a stake of 150 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in DGS in Q4 2014 and held it in 16 quarters. The position peaked at $12K in Q1 2018. 155 funds tracked by Wall St. Rank hold DGS as of Q2 2020.

Glassman Wealth Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Glassman Wealth Services sold 150 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2020, an estimated $5K.
Glassman Wealth Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2014 and held it in 16 quarters.
Glassman Wealth Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12K in Q1 2018.
155 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.