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

Valeo 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
2021 Q2	–	Sell	-717	Closed	-$37K	–	827
2021 Q1	$37K	Hold	717	–	–	﹤0.01%	978
2020 Q4	$34K	Buy	+717	New	+$32K	﹤0.01%	897

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Valeo Financial Advisors's DGS Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2021, closing a stake of 717 shares — an estimated $37K sold.

Valeo Financial Advisors first reported a position in DGS in Q4 2020 and held it in 2 quarters. The position peaked at $37K in Q1 2021. 175 funds tracked by Wall St. Rank hold DGS as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 717 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2021, an estimated $37K.
Valeo Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and held it in 2 quarters.
Valeo Financial Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $37K in Q1 2021.
175 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.