Psagot Value Holdings’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Psagot Value Holdings’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	-5,800	Closed	-$226K	–	403
2020 Q2	$226K	Hold	5,800	–	–	0.01%	233
2020 Q1	$192K	Sell	5,800 -93	-2%	-$3.93K	0.01%	224
2019 Q4	$282K	Hold	5,893	–	–	0.01%	253
2019 Q3	$261K	Hold	5,893	–	–	0.01%	230
2019 Q2	$277K	Hold	5,893	–	–	0.01%	247
2019 Q1	$278K	Hold	5,893	–	–	0.01%	244
2018 Q4	$247K	Hold	5,893	–	–	0.01%	246
2018 Q3	$269K	Hold	5,893	–	–	0.01%	200
2018 Q2	$281K	Hold	5,893	–	–	0.01%	204
2018 Q1	$318K	Buy	5,893 +93	+2%	+$5.04K	0.01%	213
2017 Q4	$302K	Hold	5,800	–	–	0.01%	198
2017 Q3	$284K	Hold	5,800	–	–	0.01%	210
2017 Q2	$265K	Hold	5,800	–	–	0.01%	203
2017 Q1	$260K	Hold	5,800	–	–	0.01%	207
2016 Q4	$227K	Hold	5,800	–	–	0.01%	200
2016 Q3	$242K	Hold	5,800	–	–	0.01%	199
2016 Q2	$225K	Hold	5,800	–	–	0.01%	197
2016 Q1	$219K	Hold	5,800	–	–	0.01%	238
2015 Q4	$203K	Hold	5,800	–	–	0.01%	239
2015 Q3	$207K	Hold	5,800	–	–	0.01%	235
2015 Q2	$252K	Hold	5,800	–	–	0.01%	235
2015 Q1	$257K	Hold	5,800	–	–	0.01%	216
2014 Q4	$250K	Hold	5,800	–	–	0.01%	210
2014 Q3	$268K	Hold	5,800	–	–	0.01%	198
2014 Q2	$278K	Hold	5,800	–	–	0.01%	205
2014 Q1	$270K	Hold	5,800	–	–	0.01%	237
2013 Q4	$267K	Buy	+5,800	New	+$274K	0.01%	250

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

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

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

Psagot Value Holdings's DGS Position: Q3 2020 in Review

Psagot Value Holdings sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2020, closing a stake of 5,800 shares — an estimated $226K sold.

Psagot Value Holdings first reported a position in DGS in Q4 2013 and held it in 27 quarters. The position peaked at $318K in Q1 2018. 152 funds tracked by Wall St. Rank hold DGS as of Q3 2020.

Psagot Value Holdings reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Psagot Value Holdings sold 5,800 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2020, an estimated $226K.
Psagot Value Holdings first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2013 and held it in 27 quarters.
Psagot Value Holdings's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $318K in Q1 2018.
152 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2020.

Based on Psagot Value Holdings's 13F filing for Q3 2020, filed 27 Oct 2020.