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Patriot Investment Management Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Patriot Investment Management Group’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
-486
Closed -$19K – 294
2020
Q2 		$19K Buy
+486
New +$18K ﹤0.01% 430

Other funds holding DGS

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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

Patriot Investment Management Group's DGS Position: Q3 2020 in Review

Patriot Investment Management Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2020, closing a stake of 486 shares — an estimated $19K sold.

Patriot Investment Management Group first reported a position in DGS in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 152 funds tracked by Wall St. Rank hold DGS as of Q3 2020.

  • Patriot Investment Management Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 486 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2020, an estimated $19K.
  • Patriot Investment Management Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $19K in Q2 2020.
  • 152 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.