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Strategic Wealth Partners Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Strategic Wealth Partners Group’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
Q2 		– Sell
-5
Closed -$270 – 52
2018
Q1 		$270 Buy
+5
New +$271 0.02% 50

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 $530B AUM 22.01% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Strategic Wealth Partners Group's DGS Position: Q2 2018 in Review

Strategic Wealth Partners Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2018, closing a stake of 5 shares — an estimated $270 sold.

Strategic Wealth Partners Group first reported a position in DGS in Q1 2018 and held it in 1 quarter. The position peaked at $270 in Q1 2018. 176 funds tracked by Wall St. Rank hold DGS as of Q2 2018.

  • Strategic Wealth Partners Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 5 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2018, an estimated $270.
  • Strategic Wealth Partners Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Strategic Wealth Partners Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $270 in Q1 2018.
  • 176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q2 2018, filed 16 Aug 2018.