Surevest’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Surevest’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 Q1	–	Sell	-10,225	Closed	-$489K	–	106
2019 Q4	$489K	Sell	10,225 -1,728	-14%	-$79.2K	0.21%	108
2019 Q3	$530K	Buy	11,953 +367	+3%	+$16.8K	0.26%	102
2019 Q2	$545K	Sell	11,586 -6,649	-36%	-$309K	0.28%	101
2019 Q1	$859K	Sell	18,235 -1,548	-8%	-$70.8K	0.53%	48
2018 Q4	$829K	Buy	+19,783	New	+$840K	0.65%	41

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

BFM

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

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

Surevest's DGS Position: Q1 2020 in Review

Surevest sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 10,225 shares — an estimated $489K sold.

Surevest first reported a position in DGS in Q4 2018 and held it in 5 quarters. The position peaked at $859K in Q1 2019. 171 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

Surevest reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Surevest sold 10,225 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $489K.
Surevest first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and held it in 5 quarters.
Surevest's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $859K in Q1 2019.
171 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.