Well Done LLC’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Well Done LLC’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	-5,829	Closed	-$227K	–	139
2020 Q2	$227K	Sell	5,829 -2,108	-27%	-$78.2K	0.06%	136
2020 Q1	$262K	Sell	7,937 -2,028	-20%	-$85.7K	0.08%	112
2019 Q4	$477K	Buy	9,965 +375	+4%	+$17.2K	0.11%	98
2019 Q3	$425K	Sell	9,590 -11	-0.1%	-$503	0.1%	96
2019 Q2	$452K	Buy	9,601 +780	+9%	+$36.3K	0.11%	96
2019 Q1	$416K	Buy	8,821 +108	+1%	+$4.94K	0.1%	99
2018 Q4	$365K	Sell	8,713 -756	-8%	-$32.1K	0.1%	96
2018 Q3	$432K	Sell	9,469 -3	-0%	-$141	0.12%	90
2018 Q2	$451K	Buy	9,472 +7,256	+327%	+$376K	0.14%	83
2018 Q1	$120K	Buy	+2,216	New	+$120K	0.04%	145

Other funds holding DGS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

Well Done LLC's DGS Position: Q3 2020 in Review

Well Done LLC sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2020, closing a stake of 5,829 shares — an estimated $227K sold.

Well Done LLC first reported a position in DGS in Q1 2018 and held it in 10 quarters. The position peaked at $477K in Q4 2019. 152 funds tracked by Wall St. Rank hold DGS as of Q3 2020.

Well Done LLC reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2020 after selling out during the quarter.
Well Done LLC sold 5,829 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2020, an estimated $227K.
Well Done LLC first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2018 and held it in 10 quarters.
Well Done LLC's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $477K in Q4 2019.
152 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2020.

Based on Well Done LLC's 13F filing for Q3 2020, filed 19 Oct 2020.