Parallel Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Parallel 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
2021 Q1	–	Sell	-260	Closed	-$12K	–	2813
2020 Q4	$12K	Buy	+260	New	+$11.6K	﹤0.01%	1702
2020 Q2	–	Sell	-21	Closed	–	–	2492
2020 Q1	$0	Hold	21	–	–	﹤0.01%	2432
2019 Q4	$1K	Hold	21	–	–	﹤0.01%	2301
2019 Q3	$1K	Hold	21	–	–	﹤0.01%	2262
2019 Q2	$1K	Hold	21	–	–	﹤0.01%	2183
2019 Q1	$1K	Hold	21	–	–	﹤0.01%	2168
2018 Q4	$0	Hold	21	–	–	﹤0.01%	2143
2018 Q3	$1K	Hold	21	–	–	﹤0.01%	2123
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	1963
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	1963
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	1957
2017 Q3	$1K	Buy	+21	New	+$1.01K	﹤0.01%	1961

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Parallel Advisors's DGS Position: Q1 2021 in Review

Parallel Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2021, closing a stake of 260 shares — an estimated $12K sold.

Parallel Advisors first reported a position in DGS in Q3 2017 and held it in 12 quarters. The position peaked at $12K in Q4 2020. 172 funds tracked by Wall St. Rank hold DGS as of Q1 2021.

Parallel Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Parallel Advisors sold 260 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2021, an estimated $12K.
Parallel Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2017 and held it in 12 quarters.
Parallel Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12K in Q4 2020.
172 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2021.

Based on Parallel Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.