Lugano Financial Advisors SA (LFA)’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Lugano Financial Advisors SA (LFA)’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 Q1	–	Sell	-700	Closed	-$32K	–	145
2018 Q4	$32K	Hold	700	–	–	0.02%	142
2018 Q3	$32K	Hold	700	–	–	0.02%	142
2018 Q2	$33K	Buy	+700	New	+$36.3K	0.03%	109

Other funds holding DGS

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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 $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

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