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

Personal Capital 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
Q2 		– Sell
-4,070
Closed -$209K – 491
2021
Q1 		$209K Buy
+4,070
New +$202K ﹤0.01% 455

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Personal Capital Advisors's DGS Position: Q2 2021 in Review

Personal Capital Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2021, closing a stake of 4,070 shares — an estimated $209K sold.

Personal Capital Advisors first reported a position in DGS in Q1 2021 and held it in 1 quarter. The position peaked at $209K in Q1 2021. 175 funds tracked by Wall St. Rank hold DGS as of Q2 2021.

  • Personal Capital Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 4,070 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2021, an estimated $209K.
  • Personal Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and held it in 1 quarter.
  • Personal Capital Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $209K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2021.

Based on Personal Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.