LC
DGS icon

Landaas & Company’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Landaas & Company’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
2017
Q4 		– Sell
-56
Closed -$3K – 344
2017
Q3 		$3K Buy
+56
New +$2.7K ﹤0.01% 302

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Landaas & Company's DGS Position: Q4 2017 in Review

Landaas & Company sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2017, closing a stake of 56 shares — an estimated $3K sold.

Landaas & Company first reported a position in DGS in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 162 funds tracked by Wall St. Rank hold DGS as of Q4 2017.

  • Landaas & Company reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Landaas & Company sold 56 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2017, an estimated $3K.
  • Landaas & Company first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2017 and held it in 1 quarter.
  • Landaas & Company's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3K in Q3 2017.
  • 162 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2017.

Based on Landaas & Company's 13F filing for Q4 2017, filed 6 Feb 2018.