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

Institute for 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
2020
Q1 		– Sell
-38
Closed -$2K – 434
2019
Q4 		$2K Buy
+38
New +$1.74K ﹤0.01% 657

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
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

Institute for Wealth Management's DGS Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 38 shares — an estimated $2K sold.

Institute for Wealth Management first reported a position in DGS in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 171 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 38 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $2K.
  • Institute for Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2K in Q4 2019.
  • 171 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.