Gradient Investments’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Gradient Investments’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	-71	Closed	-$4K	–	1157
2021 Q2	$4K	Buy	+71	New	+$3.79K	﹤0.01%	902
2018 Q1	–	Sell	-58	Closed	-$3K	–	1039
2017 Q4	$3K	Buy	+58	New	+$2.88K	﹤0.01%	749

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

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

Gradient Investments's DGS Position: Q3 2021 in Review

Gradient Investments sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2021, closing a stake of 71 shares — an estimated $4K sold.

Gradient Investments first reported a position in DGS in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q2 2021. 184 funds tracked by Wall St. Rank hold DGS as of Q3 2021.

Gradient Investments reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
Gradient Investments sold 71 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2021, an estimated $4K.
Gradient Investments first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 2 quarters.
Gradient Investments's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $4K in Q2 2021.
184 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.