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GPS Wealth Strategies Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

GPS Wealth Strategies Group’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
2021
Q3 		– Sell
-140
Closed -$8K – 1028
2021
Q2 		$8K Buy
140
+2
+1% +$107 ﹤0.01% 774
2021
Q1 		$7K Buy
+138
New +$6.85K ﹤0.01% 725

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GPS Wealth Strategies Group's DGS Position: Q3 2021 in Review

GPS Wealth Strategies Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2021, closing a stake of 140 shares — an estimated $8K sold.

GPS Wealth Strategies Group first reported a position in DGS in Q1 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 184 funds tracked by Wall St. Rank hold DGS as of Q3 2021.

  • GPS Wealth Strategies Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 140 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2021, an estimated $8K.
  • GPS Wealth Strategies Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and held it in 2 quarters.
  • GPS Wealth Strategies Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $8K in Q2 2021.
  • 184 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2021.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2021, filed 20 Oct 2021.