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

Resonant 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
2020 Q2	–	Sell	-30,966	Closed	-$1.02M	–	178
2020 Q1	$1.02M	Buy	30,966 +2,764	+10%	+$117K	0.37%	81
2019 Q4	$1.35M	Buy	+28,202	New	+$1.29M	0.43%	72

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

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

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

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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 $156B AUM 27.51% 1-Year Est. Return

Resonant Capital Advisors's DGS Position: Q2 2020 in Review

Resonant Capital Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2020, closing a stake of 30,966 shares — an estimated $1.02M sold.

Resonant Capital Advisors first reported a position in DGS in Q4 2019 and held it in 2 quarters. The position peaked at $1.35M in Q4 2019. 155 funds tracked by Wall St. Rank hold DGS as of Q2 2020.

Resonant Capital Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
Resonant Capital Advisors sold 30,966 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2020, an estimated $1.02M.
Resonant Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 2 quarters.
Resonant Capital Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.35M in Q4 2019.
155 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2020.

Based on Resonant Capital Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.