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

Wedbush Securities’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
-8,241
Closed -$321K – 952
2020
Q2 		$321K Sell
8,241
-4,942
-37% -$183K 0.03% 582
2020
Q1 		$435K Buy
13,183
+1,764
+15% +$74.5K 0.05% 402
2019
Q4 		$546K Buy
11,419
+2,328
+26% +$107K 0.05% 431
2019
Q3 		$403K Buy
+9,091
New +$416K 0.04% 524

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
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

Wedbush Securities's DGS Position: Q3 2020 in Review

Wedbush Securities sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2020, closing a stake of 8,241 shares — an estimated $321K sold.

Wedbush Securities first reported a position in DGS in Q3 2019 and held it in 4 quarters. The position peaked at $546K in Q4 2019. 152 funds tracked by Wall St. Rank hold DGS as of Q3 2020.

  • Wedbush Securities reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Wedbush Securities sold 8,241 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2020, an estimated $321K.
  • Wedbush Securities first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2019 and held it in 4 quarters.
  • Wedbush Securities's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $546K in Q4 2019.
  • 152 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2020.

Based on Wedbush Securities's 13F filing for Q3 2020, filed 20 Oct 2020.