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DGS icon

QS Investors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

QS Investors’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
-158
Closed -$7K – 1274
2020
Q2 		$7K Sell
158
-31
-16% -$1.15K ﹤0.01% 1582
2020
Q1 		$7K Sell
189
-55
-23% -$2.32K ﹤0.01% 1558
2019
Q4 		$12K Hold
244
– – ﹤0.01% 1517
2019
Q3 		$11K Buy
244
+39
+19% +$1.78K ﹤0.01% 1537
2019
Q2 		$10K Buy
205
+47
+30% +$2.19K ﹤0.01% 1554
2019
Q1 		$8K Hold
158
– – ﹤0.01% 1559
2018
Q4 		$7K Buy
158
+9
+6% +$382 ﹤0.01% 1538
2018
Q3 		$7K Buy
149
+5
+3% +$235 ﹤0.01% 1572
2018
Q2 		$7K Hold
144
– – ﹤0.01% 1589
2018
Q1 		$8K Sell
144
-89
-38% -$4.82K ﹤0.01% 1570
2017
Q4 		$12K Sell
233
-1
-0.4% -$50 ﹤0.01% 1545
2017
Q3 		$11K Hold
234
– – ﹤0.01% 1586
2017
Q2 		$11K Sell
234
-6
-3% -$273 ﹤0.01% 1591
2017
Q1 		$11K Buy
240
+2
+0.8% +$86 ﹤0.01% 1631
2016
Q4 		$9K Hold
238
– – ﹤0.01% 1425
2016
Q3 		$10K Hold
238
– – ﹤0.01% 1426
2016
Q2 		$9K Buy
238
+11
+5% +$414 ﹤0.01% 1445
2016
Q1 		$9K Sell
227
-25
-10% -$859 ﹤0.01% 1435
2015
Q4 		$9K Hold
252
– – ﹤0.01% 1431
2015
Q3 		$9K Hold
252
– – ﹤0.01% 1404
2015
Q2 		$11K Buy
252
+32
+15% +$1.46K ﹤0.01% 1367
2015
Q1 		$10K Hold
220
– – ﹤0.01% 1358
2014
Q4 		$10K Buy
+220
New +$9.79K ﹤0.01% 1308

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
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 $178B AUM 37.23% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

QS Investors's DGS Position: Q3 2020 in Review

QS Investors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2020, closing a stake of 158 shares — an estimated $7K sold.

QS Investors first reported a position in DGS in Q4 2014 and held it in 23 quarters. The position peaked at $12K in Q4 2019. 152 funds tracked by Wall St. Rank hold DGS as of Q3 2020.

  • QS Investors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • QS Investors sold 158 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2020, an estimated $7K.
  • QS Investors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2014 and held it in 23 quarters.
  • QS Investors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2020.

Based on QS Investors's 13F filing for Q3 2020, filed 12 Nov 2020.