RWB
DGS icon

RMR Wealth Builders’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

RMR Wealth Builders’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
-1,128
Closed -$58K – 298
2021
Q1 		$58K Buy
+1,128
New +$56K 0.02% 345

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

RMR Wealth Builders's DGS Position: Q2 2021 in Review

RMR Wealth Builders sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2021, closing a stake of 1,128 shares — an estimated $58K sold.

RMR Wealth Builders first reported a position in DGS in Q1 2021 and held it in 1 quarter. The position peaked at $58K in Q1 2021. 175 funds tracked by Wall St. Rank hold DGS as of Q2 2021.

  • RMR Wealth Builders reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,128 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2021, an estimated $58K.
  • RMR Wealth Builders first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $58K in Q1 2021.
  • 175 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.