MGIA
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Moneta Group Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Moneta Group Investment Advisors’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
2018
Q3 		– Sell
-731
Closed -$35K – 267
2018
Q2 		$35K Buy
+731
New +$37.9K ﹤0.01% 331

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return