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IAG Wealth Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

IAG Wealth Partners’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
Q1 		– Sell
-1,766
Closed -$85K – 428
2019
Q4 		$85K Buy
+1,766
New +$81K 0.06% 77

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PP
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Wells Fargo
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

IAG Wealth Partners's DGS Position: Q1 2020 in Review

IAG Wealth Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 1,766 shares — an estimated $85K sold.

IAG Wealth Partners first reported a position in DGS in Q4 2019 and held it in 1 quarter. The position peaked at $85K in Q4 2019. 171 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

  • IAG Wealth Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 1,766 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $85K.
  • IAG Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • IAG Wealth Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $85K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.