Taylor Hoffman Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Taylor Hoffman Wealth Management’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 Q3	–	Sell	-356	Closed	-$14K	–	178
2020 Q2	$14K	Buy	+356	New	+$13.2K	0.01%	269
2020 Q1	–	Sell	-356	Closed	-$17K	–	180
2019 Q4	$17K	Hold	356	–	–	0.01%	279
2019 Q3	$16K	Hold	356	–	–	0.01%	279
2019 Q2	$17K	Hold	356	–	–	0.01%	261
2019 Q1	$17K	Hold	356	–	–	0.01%	259
2018 Q4	$15K	Hold	356	–	–	0.01%	254
2018 Q3	$16K	Buy	+356	New	+$16.7K	0.01%	256

Other funds holding DGS

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

FPIS

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

Taylor Hoffman Wealth Management's DGS Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2020, closing a stake of 356 shares — an estimated $14K sold.

Taylor Hoffman Wealth Management first reported a position in DGS in Q3 2018 and held it in 7 quarters. The position peaked at $17K in Q4 2019. 152 funds tracked by Wall St. Rank hold DGS as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 356 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2020, an estimated $14K.
Taylor Hoffman Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2018 and held it in 7 quarters.
Taylor Hoffman Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $17K in Q4 2019.
152 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.