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Harvest Group Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Harvest Group Wealth Management’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
2019
Q2 		– Sell
-1
Closed – – 929
2019
Q1 		$0 Buy
+1
New +$46 ﹤0.01% 920

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Harvest Group Wealth Management's DGS Position: Q2 2019 in Review

Harvest Group Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2019, closing a stake of 1 share.

Harvest Group Wealth Management first reported a position in DGS in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 180 funds tracked by Wall St. Rank hold DGS as of Q2 2019.

  • Harvest Group Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 1 WisdomTree Emerging Markets SmallCap Dividend Fund share in Q2 2019.
  • Harvest Group Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Harvest Group Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $0 in Q1 2019.
  • 180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2019.

Based on Harvest Group Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.