IA
DGS icon

IFG Advisory’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

IFG Advisory’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
-7,891
Closed -$377K – 373
2019
Q4 		$377K Sell
7,891
-618
-7% -$28.3K 0.07% 280
2019
Q3 		$376K Buy
+8,509
New +$389K 0.07% 266
2019
Q1 		– Sell
-16,733
Closed -$690K – 338
2018
Q4 		$690K Sell
16,733
-150
-0.9% -$6.37K 0.16% 135
2018
Q3 		$758K Sell
16,883
-122
-0.7% -$5.74K 0.14% 143
2018
Q2 		$782K Buy
17,005
+3,554
+26% +$184K 0.16% 134
2018
Q1 		$690K Buy
+13,451
New +$729K 0.15% 137

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 $501B AUM 22.01% 1-Year Est. Return
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 $564B 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