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

IHT 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
2018
Q1 		– Sell
-1,470
Closed -$79K – 1705
2017
Q4 		$79K Buy
+1,470
New +$73K 0.02% 557

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

IHT Wealth Management's DGS Position: Q1 2018 in Review

IHT Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2018, closing a stake of 1,470 shares — an estimated $79K sold.

IHT Wealth Management first reported a position in DGS in Q4 2017 and held it in 1 quarter. The position peaked at $79K in Q4 2017. 180 funds tracked by Wall St. Rank hold DGS as of Q1 2018.

  • IHT Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,470 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2018, an estimated $79K.
  • IHT Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 1 quarter.
  • IHT Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $79K in Q4 2017.
  • 180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.