PA
DGS icon

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 – 2818
2020
Q4 		$12K Buy
+260
New +$11.6K ﹤0.01% 1702
2020
Q2 		– Sell
-21
Closed – – 2494
2020
Q1 		$0 Hold
21
– – ﹤0.01% 2434
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% 2148
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
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 $501B 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
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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return