Western Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Western Wealth Management’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 Q1	–	Sell	-4,618	Closed	-$221K	–	384
2019 Q4	$221K	Sell	4,618 -213	-4%	-$9.77K	0.03%	372
2019 Q3	$217K	Buy	4,831 +70	+1%	+$3.2K	0.05%	358
2019 Q2	$225K	Buy	4,761 +277	+6%	+$12.9K	0.03%	364
2019 Q1	$213K	Buy	+4,484	New	+$205K	0.05%	354

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

Western Wealth Management's DGS Position: Q1 2020 in Review

Western Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 4,618 shares — an estimated $221K sold.

Western Wealth Management first reported a position in DGS in Q1 2019 and held it in 4 quarters. The position peaked at $225K in Q2 2019. 171 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

Western Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Western Wealth Management sold 4,618 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $221K.
Western Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2019 and held it in 4 quarters.
Western Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $225K in Q2 2019.
171 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on Western Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.