WDL
DGS icon

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
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 $501B 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