Sigma Planning Corp’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-5,982	Closed	-$247K	–	1214
2020 Q3	$247K	Sell	5,982 -85	-1%	-$3.56K	0.01%	868
2020 Q2	$237K	Buy	+6,067	New	+$225K	0.01%	870
2020 Q1	–	Sell	-7,041	Closed	-$337K	–	957
2019 Q4	$337K	Buy	+7,041	New	+$323K	0.01%	742

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

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

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Sigma Planning Corp's DGS Position: Q4 2020 in Review

Sigma Planning Corp sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2020, closing a stake of 5,982 shares — an estimated $247K sold.

Sigma Planning Corp first reported a position in DGS in Q4 2019 and held it in 3 quarters. The position peaked at $337K in Q4 2019. 165 funds tracked by Wall St. Rank hold DGS as of Q4 2020.

Sigma Planning Corp reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
Sigma Planning Corp sold 5,982 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2020, an estimated $247K.
Sigma Planning Corp first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 3 quarters.
Sigma Planning Corp's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $337K in Q4 2019.
165 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2020.

Based on Sigma Planning Corp's 13F filing for Q4 2020, filed 9 Feb 2021.