Transamerica Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Transamerica Financial Advisors’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 Q1	–	Sell	-87	Closed	-$4K	–	166
2018 Q4	$4K	Hold	87	–	–	﹤0.01%	326
2018 Q3	$4K	Buy	+87	New	+$4.09K	﹤0.01%	343
2018 Q2	–	Sell	-2,786	Closed	-$151K	–	515
2018 Q1	$151K	Buy	2,786 +436	+19%	+$23.6K	0.02%	204
2017 Q4	$123K	Sell	2,350 -1,908	-45%	-$94.7K	0.02%	221
2017 Q3	$209K	Buy	+4,258	New	+$205K	0.03%	217

Other funds holding DGS

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

AFIA

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

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

Transamerica Financial Advisors's DGS Position: Q1 2019 in Review

Transamerica Financial Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2019, closing a stake of 87 shares — an estimated $4K sold.

Transamerica Financial Advisors first reported a position in DGS in Q3 2017 and held it in 5 quarters. The position peaked at $209K in Q3 2017. 188 funds tracked by Wall St. Rank hold DGS as of Q1 2019.

Transamerica Financial Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Transamerica Financial Advisors sold 87 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2019, an estimated $4K.
Transamerica Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2017 and held it in 5 quarters.
Transamerica Financial Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $209K in Q3 2017.
188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2019.

Based on Transamerica Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.