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Summit Securities Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Summit Securities 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
2019
Q3 		– Sell
-5,000
Closed -$235K – 348
2019
Q2 		$235K Buy
+5,000
New +$233K 0.03% 289

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Summit Securities Group's DGS Position: Q3 2019 in Review

Summit Securities Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2019, closing a stake of 5,000 shares — an estimated $235K sold.

Summit Securities Group first reported a position in DGS in Q2 2019 and held it in 1 quarter. The position peaked at $235K in Q2 2019. 174 funds tracked by Wall St. Rank hold DGS as of Q3 2019.

  • Summit Securities Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Summit Securities Group sold 5,000 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2019, an estimated $235K.
  • Summit Securities Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2019 and held it in 1 quarter.
  • Summit Securities Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $235K in Q2 2019.
  • 174 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2019.

Based on Summit Securities Group's 13F filing for Q3 2019, filed 18 Oct 2019.