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Howe & Rusling’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Howe & Rusling’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
Q4 		– Sell
-1,160
Closed -$48K – 947
2020
Q3 		$48K Sell
1,160
-787
-40% -$32.9K 0.01% 268
2020
Q2 		$76K Buy
1,947
+66
+4% +$2.45K 0.01% 204
2020
Q1 		$62K Buy
1,881
+553
+42% +$23.4K 0.01% 235
2019
Q4 		$64K Hold
1,328
– – 0.01% 265
2019
Q3 		$59K Sell
1,328
-48
-3% -$2.19K 0.01% 276
2019
Q2 		$65K Sell
1,376
-11
-0.8% -$512 0.01% 273
2019
Q1 		$65K Sell
1,387
-29
-2% -$1.33K 0.01% 267
2018
Q4 		$59K Buy
1,416
+1,049
+286% +$44.5K 0.01% 243
2018
Q3 		$17K Buy
+367
New +$17.3K ﹤0.01% 412

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return