Rehmann Capital Advisory Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Rehmann Capital Advisory 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
2019 Q3	–	Sell	-2,312	Closed	-$109K	–	1753
2019 Q2	$109K	Buy	2,312 +85	+4%	+$3.96K	0.01%	590
2019 Q1	$105K	Buy	+2,227	New	+$102K	0.01%	579

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Rehmann Capital Advisory Group's DGS Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2019, closing a stake of 2,312 shares — an estimated $109K sold.

Rehmann Capital Advisory Group first reported a position in DGS in Q1 2019 and held it in 2 quarters. The position peaked at $109K in Q2 2019. 174 funds tracked by Wall St. Rank hold DGS as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 2,312 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2019, an estimated $109K.
Rehmann Capital Advisory Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2019 and held it in 2 quarters.
Rehmann Capital Advisory Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $109K in Q2 2019.
174 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.