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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $619M AUM 14.72% 1-Year Est. Return

EWMCB

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

Sowell Financial Services's DGS Position: Q2 2021 in Review

Sowell Financial Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2021, closing a stake of 1,000 shares — an estimated $53K sold.

Sowell Financial Services first reported a position in DGS in Q4 2018 and held it in 7 quarters. The position peaked at $277K in Q1 2019. 175 funds tracked by Wall St. Rank hold DGS as of Q2 2021.

Sowell Financial Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,000 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2021, an estimated $53K.
Sowell Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and held it in 7 quarters.
Sowell Financial Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $277K in Q1 2019.
175 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.