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

WealthOne’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
-100
Closed -$4K – 175
2018
Q4 		$4K Buy
+100
New +$4.25K ﹤0.01% 487

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

WealthOne's DGS Position: Q1 2019 in Review

WealthOne sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2019, closing a stake of 100 shares — an estimated $4K sold.

WealthOne first reported a position in DGS in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 188 funds tracked by Wall St. Rank hold DGS as of Q1 2019.

  • WealthOne reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 100 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2019, an estimated $4K.
  • WealthOne first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $4K in Q4 2018.
  • 188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.