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

Kiley Juergens 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 Q4	–	Sell	-200	Closed	-$9K	–	183
2018 Q3	$9K	Sell	200 -278	-58%	-$13.1K	0.01%	473
2018 Q2	$22K	Buy	+478	New	+$24.8K	0.02%	309
2018 Q1	–	Sell	-478	Closed	-$24K	–	207
2017 Q4	$24K	Buy	+478	New	+$23.7K	0.02%	316

Other funds holding DGS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Kiley Juergens Wealth Management's DGS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2018, closing a stake of 200 shares — an estimated $9K sold.

Kiley Juergens Wealth Management first reported a position in DGS in Q4 2017 and held it in 3 quarters. The position peaked at $24K in Q4 2017. 185 funds tracked by Wall St. Rank hold DGS as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 200 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2018, an estimated $9K.
Kiley Juergens Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $24K in Q4 2017.
185 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.