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L.J. Altfest & Co’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

L.J. Altfest & Co’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
2019
Q2 		– Sell
-22,884
Closed -$1.08M – 189
2019
Q1 		$1.08M Buy
+22,884
New +$1.05M 0.26% 59

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

L.J. Altfest & Co's DGS Position: Q2 2019 in Review

L.J. Altfest & Co sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2019, closing a stake of 22,884 shares — an estimated $1.08M sold.

L.J. Altfest & Co first reported a position in DGS in Q1 2019 and held it in 1 quarter. The position peaked at $1.08M in Q1 2019. 180 funds tracked by Wall St. Rank hold DGS as of Q2 2019.

  • L.J. Altfest & Co reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • L.J. Altfest & Co sold 22,884 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2019, an estimated $1.08M.
  • L.J. Altfest & Co first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2019 and held it in 1 quarter.
  • L.J. Altfest & Co's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.08M in Q1 2019.
  • 180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2019.

Based on L.J. Altfest & Co's 13F filing for Q2 2019, filed 15 Jul 2019.