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 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

Lugano Financial Advisors SA (LFA)'s DGS Position: Q1 2019 in Review

Lugano Financial Advisors SA (LFA) sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2019, closing a stake of 700 shares — an estimated $32K sold.

Lugano Financial Advisors SA (LFA) first reported a position in DGS in Q2 2018 and held it in 3 quarters. The position peaked at $33K in Q2 2018. 188 funds tracked by Wall St. Rank hold DGS as of Q1 2019.

Lugano Financial Advisors SA (LFA) reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 700 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2019, an estimated $32K.
Lugano Financial Advisors SA (LFA) first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2018 and held it in 3 quarters.
Lugano Financial Advisors SA (LFA)'s WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $33K in Q2 2018.
188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2019.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2019, filed 30 Apr 2019.