Verition Fund Management
DGS icon

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

Verition Fund 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
-9,270
Closed -$362K – 1123
2020
Q2 		$362K Buy
+9,270
New +$344K 0.02% 725
2019
Q1 		– Sell
-10,518
Closed -$441K – 1136
2018
Q4 		$441K Buy
10,518
+2,847
+37% +$121K 0.04% 508
2018
Q3 		$350K Buy
7,671
+2,381
+45% +$112K 0.02% 973
2018
Q2 		$252K Buy
+5,290
New +$274K 0.02% 928
2017
Q1 		– Sell
-7,115
Closed -$278K – 1225
2016
Q4 		$278K Buy
+7,115
New +$285K 0.03% 868
2014
Q4 		– Sell
-4,644
Closed -$215K – 420
2014
Q3 		$215K Buy
+4,644
New +$226K 0.04% 540

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 $501B 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
EA
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return