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JNBA Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

JNBA Financial Advisors’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
-968
Closed -$46K – 573
2019
Q4 		$46K Buy
+968
New +$44.4K 0.01% 254
2018
Q4 		– Sell
-900
Closed -$41K – 578
2018
Q3 		$41K Buy
+900
New +$42.3K 0.02% 239

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JNBA Financial Advisors's DGS Position: Q1 2020 in Review

JNBA Financial Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 968 shares — an estimated $46K sold.

JNBA Financial Advisors first reported a position in DGS in Q3 2018 and held it in 2 quarters. The position peaked at $46K in Q4 2019. 170 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

  • JNBA Financial Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 968 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $46K.
  • JNBA Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2018 and held it in 2 quarters.
  • JNBA Financial Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $46K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on JNBA Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.