Sowell Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Sowell Financial Services’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	-1,000	Closed	-$53K	–	1052
2021 Q1	$53K	Buy	1,000 +150	+18%	+$7.44K	﹤0.01%	1629
2020 Q4	$41K	Buy	850 +681	+403%	+$30.4K	﹤0.01%	1470
2020 Q3	$7K	Hold	169	–	–	﹤0.01%	1900
2020 Q2	$7K	Hold	169	–	–	﹤0.01%	1792
2020 Q1	$6K	Buy	+169	New	+$7.14K	﹤0.01%	1755
2019 Q1	$277K	Hold	5,870	–	–	0.03%	464
2018 Q4	$246K	Buy	+5,870	New	+$249K	0.03%	421

Other funds holding DGS

Creative Planning

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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

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

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

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