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Wealthspire Advisors (Maryland)’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-13,821
Closed -$457K – 451
2020
Q1 		$457K Sell
13,821
-828
-6% -$35K 0.04% 243
2019
Q4 		$701K Sell
14,649
-346
-2% -$15.9K 0.05% 220
2019
Q3 		$664K Sell
14,995
-2,320
-13% -$106K 0.05% 211
2019
Q2 		$815K Buy
17,315
+2,910
+20% +$135K 0.06% 164
2019
Q1 		$679K Sell
14,405
-947
-6% -$43.3K 0.05% 203
2018
Q4 		$643K Sell
15,352
-10,951
-42% -$465K 0.06% 179
2018
Q3 		$1.2M Buy
26,303
+279
+1% +$13.1K 0.1% 117
2018
Q2 		$1.24M Sell
26,024
-1,821
-7% -$94.4K 0.11% 107
2018
Q1 		$1.5M Sell
27,845
-611
-2% -$33.1K 0.14% 99
2017
Q4 		$1.48M Buy
28,456
+533
+2% +$26.5K 0.14% 102
2017
Q3 		$1.37M Buy
27,923
+3,097
+12% +$149K 0.15% 102
2017
Q2 		$1.14M Buy
24,826
+24,726
+24,726% +$1.12M 0.13% 110
2017
Q1 		$4K Sell
100
-40
-29% -$1.71K ﹤0.01% 1555
2016
Q4 		$5K Hold
140
– – ﹤0.01% 1375
2016
Q3 		$6K Hold
140
– – ﹤0.01% 1353
2016
Q2 		$5K Sell
140
-40
-22% -$1.5K ﹤0.01% 1335
2016
Q1 		$7K Hold
180
– – ﹤0.01% 1248
2015
Q4 		$6K Buy
+180
New +$6.61K ﹤0.01% 1304

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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

Wealthspire Advisors (Maryland)'s DGS Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2020, closing a stake of 13,821 shares — an estimated $457K sold.

Wealthspire Advisors (Maryland) first reported a position in DGS in Q4 2015 and held it in 18 quarters. The position peaked at $1.5M in Q1 2018. 155 funds tracked by Wall St. Rank hold DGS as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13,821 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2020, an estimated $457K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2015 and held it in 18 quarters.
  • Wealthspire Advisors (Maryland)'s WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.5M in Q1 2018.
  • 155 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.