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

TRUADVICE’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
2021
Q1 		– Sell
-13,046
Closed -$623K – 284
2020
Q4 		$623K Sell
13,046
-1,197
-8% -$53.4K 0.19% 119
2020
Q3 		$603K Buy
+14,243
New +$596K 0.25% 99

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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
FPIS
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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $542M AUM
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

TRUADVICE's DGS Position: Q1 2021 in Review

TRUADVICE sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2021, closing a stake of 13,046 shares — an estimated $623K sold.

TRUADVICE first reported a position in DGS in Q3 2020 and held it in 2 quarters. The position peaked at $623K in Q4 2020. 172 funds tracked by Wall St. Rank hold DGS as of Q1 2021.

  • TRUADVICE reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • TRUADVICE sold 13,046 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2021, an estimated $623K.
  • TRUADVICE first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2020 and held it in 2 quarters.
  • TRUADVICE's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $623K in Q4 2020.
  • 172 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2021.

Based on TRUADVICE's 13F filing for Q1 2021, filed 30 Apr 2021.