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Orion Portfolio Solutions’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-621
Closed -$24K – 808
2020
Q2 		$24K Buy
+621
New +$23K ﹤0.01% 893

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

Orion Portfolio Solutions's DGS Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2020, closing a stake of 621 shares — an estimated $24K sold.

Orion Portfolio Solutions first reported a position in DGS in Q2 2020 and held it in 1 quarter. The position peaked at $24K in Q2 2020. 152 funds tracked by Wall St. Rank hold DGS as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 621 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2020, an estimated $24K.
  • Orion Portfolio Solutions first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $24K in Q2 2020.
  • 152 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.