MFWM
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Motley Fool Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Motley Fool 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
2020
Q2 		– Sell
-232,969
Closed -$7.7M – 119
2020
Q1 		$7.7M Sell
232,969
-8,491
-4% -$359K 0.56% 59
2019
Q4 		$11.5M Sell
241,460
-138
-0.1% -$6.33K 0.69% 47
2019
Q3 		$10.7M Sell
241,598
-294
-0.1% -$13.4K 0.71% 44
2019
Q2 		$11.4M Buy
241,892
+1,319
+0.5% +$61.4K 0.71% 42
2019
Q1 		$11.3M Buy
240,573
+5,040
+2% +$231K 0.73% 43
2018
Q4 		$9.87M Buy
235,533
+7,142
+3% +$303K 0.75% 41
2018
Q3 		$10.4M Buy
228,391
+7,928
+4% +$373K 0.67% 45
2018
Q2 		$10.5M Buy
220,463
+9,683
+5% +$502K 0.74% 40
2018
Q1 		$11.4M Buy
210,780
+14,159
+7% +$767K 0.84% 35
2017
Q4 		$10.3M Buy
196,621
+10,195
+5% +$506K 0.79% 35
2017
Q3 		$9.14M Buy
186,426
+5,020
+3% +$242K 0.78% 38
2017
Q2 		$8.3M Buy
181,406
+8,928
+5% +$406K 0.75% 41
2017
Q1 		$7.74M Buy
172,478
+6,321
+4% +$271K 0.75% 39
2016
Q4 		$6.5M Buy
166,157
+7,058
+4% +$283K 0.69% 42
2016
Q3 		$6.64M Buy
159,099
+2,011
+1% +$83.3K 0.7% 40
2016
Q2 		$6.09M Buy
157,088
+10,729
+7% +$404K 0.67% 48
2016
Q1 		$5.53M Sell
146,359
-36,813
-20% -$1.27M 0.65% 43
2015
Q4 		$6.42M Buy
183,172
+27,804
+18% +$1.02M 0.76% 38
2015
Q3 		$5.53M Buy
155,368
+111,417
+254% +$4.3M 0.72% 41
2015
Q2 		$1.91M Buy
43,951
+3,653
+9% +$167K 0.31% 100
2015
Q1 		$1.78M Buy
40,298
+8,189
+26% +$359K 0.37% 75
2014
Q4 		$1.39M Buy
+32,109
New +$1.43M 0.81% 45

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Motley Fool Wealth Management's DGS Position: Q2 2020 in Review

Motley Fool Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2020, closing a stake of 232,969 shares — an estimated $7.7M sold.

Motley Fool Wealth Management first reported a position in DGS in Q4 2014 and held it in 22 quarters. The position peaked at $11.5M in Q4 2019. 155 funds tracked by Wall St. Rank hold DGS as of Q2 2020.

  • Motley Fool Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Motley Fool Wealth Management sold 232,969 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2020, an estimated $7.7M.
  • Motley Fool Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2014 and held it in 22 quarters.
  • Motley Fool Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $11.5M in Q4 2019.
  • 155 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2020.

Based on Motley Fool Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.