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

Mascoma 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
2019
Q2 		– Sell
-55
Closed -$3K – 388
2019
Q1 		$3K Buy
+55
New +$2.52K ﹤0.01% 326

Other funds holding DGS

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
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
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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Mascoma Wealth Management's DGS Position: Q2 2019 in Review

Mascoma Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2019, closing a stake of 55 shares — an estimated $3K sold.

Mascoma Wealth Management first reported a position in DGS in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 180 funds tracked by Wall St. Rank hold DGS as of Q2 2019.

  • Mascoma Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Mascoma Wealth Management sold 55 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2019, an estimated $3K.
  • Mascoma Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2019 and held it in 1 quarter.
  • Mascoma Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2019.

Based on Mascoma Wealth Management's 13F filing for Q2 2019, filed 29 Jul 2019.