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Wealthstreet Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wealthstreet Investment 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
-7,374
Closed -$378K – 147
2021
Q1 		$378K Buy
7,374
+3
+0% +$149 0.04% 288
2020
Q4 		$352K Buy
7,371
+220
+3% +$9.8K 0.04% 280
2020
Q3 		$296K Buy
7,151
+380
+6% +$15.9K 0.03% 280
2020
Q2 		$264K Sell
6,771
-421
-6% -$15.6K 0.03% 284
2020
Q1 		$238K Sell
7,192
-971
-12% -$41K 0.04% 266
2019
Q4 		$390K Buy
8,163
+3,709
+83% +$170K 0.05% 254
2019
Q3 		$204K Sell
4,454
-3,648
-45% -$167K 0.03% 321
2019
Q2 		$381K Buy
8,102
+1,108
+16% +$51.6K 0.05% 253
2019
Q1 		$330K Sell
6,994
-96
-1% -$4.39K 0.04% 268
2018
Q4 		$319K Sell
7,090
-3,607
-34% -$153K 0.04% 264
2018
Q3 		$488K Buy
10,697
+219
+2% +$10.3K 0.06% 240
2018
Q2 		$500K Sell
10,478
-324
-3% -$16.8K 0.07% 237
2018
Q1 		$584K Sell
10,802
-175
-2% -$9.48K 0.07% 212
2017
Q4 		$572K Buy
+10,977
New +$545K 0.07% 217

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
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

Wealthstreet Investment Advisors's DGS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2021, closing a stake of 7,374 shares — an estimated $378K sold.

Wealthstreet Investment Advisors first reported a position in DGS in Q4 2017 and held it in 14 quarters. The position peaked at $584K in Q1 2018. 175 funds tracked by Wall St. Rank hold DGS as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 7,374 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2021, an estimated $378K.
  • Wealthstreet Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $584K in Q1 2018.
  • 175 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.