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GWS
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
Shares
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
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$156B AUM
27.51%
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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