SEI Investments
DGS icon

SEI Investments’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

SEI Investments’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
2018
Q3 		– Sell
-321
Closed -$15K – 2681
2018
Q2 		$15K Hold
321
– – ﹤0.01% 2878
2018
Q1 		$17K Hold
321
– – ﹤0.01% 2693
2017
Q4 		$17K Buy
+321
New +$15.9K ﹤0.01% 2643
2017
Q1 		– Sell
-441
Closed -$17K – 2941
2016
Q4 		$17K Buy
441
+316
+253% +$12.7K ﹤0.01% 2369
2016
Q3 		$5K Sell
125
-38
-23% -$1.57K ﹤0.01% 2515
2016
Q2 		$6K Buy
+163
New +$6.13K ﹤0.01% 2351
2015
Q3 		– Sell
-2
Closed – – 2508
2015
Q2 		$0 Hold
2
– – ﹤0.01% 2279
2015
Q1 		$0 Hold
2
– – ﹤0.01% 2266
2014
Q4 		$0 Buy
+2
New +$89 ﹤0.01% 2218

Other funds holding DGS

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 $501B AUM 22.01% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return