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

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

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

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

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

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

Victory Capital Management

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

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return