Wealthcare Advisory Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wealthcare Advisory Partners’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	-278	Closed	-$14K	–	849
2021 Q1	$14K	Buy	+278	New	+$13.8K	﹤0.01%	1334
2020 Q2	–	Sell	-367	Closed	-$12K	–	548
2020 Q1	$12K	Buy	367 +123	+50%	+$5.2K	﹤0.01%	868
2019 Q4	$12K	Sell	244 -114	-32%	-$5.23K	﹤0.01%	886
2019 Q3	$16K	Buy	358 +1	+0.3%	+$46	﹤0.01%	804
2019 Q2	$17K	Buy	357 +12	+3%	+$558	﹤0.01%	759
2019 Q1	$16K	Buy	345 +116	+51%	+$5.31K	﹤0.01%	709
2018 Q4	$10K	Sell	229 -8,538	-97%	-$363K	﹤0.01%	779
2018 Q3	$400K	Buy	8,767 +109	+1%	+$5.12K	0.07%	145
2018 Q2	$413K	Buy	8,658 +763	+10%	+$39.6K	0.08%	134
2018 Q1	$427K	Buy	7,895 +391	+5%	+$21.2K	0.1%	119
2017 Q4	$391K	Buy	7,504 +1,371	+22%	+$68.1K	0.1%	112
2017 Q3	$301K	Buy	+6,133	New	+$296K	0.09%	114
2016 Q3	–	Sell	-1,560	Closed	-$60K	–	90
2016 Q2	$60K	Buy	+1,560	New	+$58.7K	0.04%	48

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

FPIS

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Wealthcare Advisory Partners's DGS Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2021, closing a stake of 278 shares — an estimated $14K sold.

Wealthcare Advisory Partners first reported a position in DGS in Q2 2016 and held it in 13 quarters. The position peaked at $427K in Q1 2018. 175 funds tracked by Wall St. Rank hold DGS as of Q2 2021.

Wealthcare Advisory Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 278 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2021, an estimated $14K.
Wealthcare Advisory Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2016 and held it in 13 quarters.
Wealthcare Advisory Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $427K in Q1 2018.
175 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.