Winslow Evans & Crocker’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Winslow Evans & Crocker’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 Q4	$51K	Buy	1,075 +830	+339%	+$37K	0.01%	592
2020 Q3	$10K	Hold	245	–	–	﹤0.01%	746
2020 Q2	$10K	Sell	245 -1	-0.4%	-$37	﹤0.01%	734
2020 Q1	$10K	Hold	246	–	–	﹤0.01%	692
2019 Q4	$12K	Hold	246	–	–	﹤0.01%	764
2019 Q3	$12K	Sell	246 -54	-18%	-$2.47K	﹤0.01%	746
2019 Q2	$16K	Buy	300 +104	+53%	+$4.84K	﹤0.01%	709
2019 Q1	$10K	Hold	196	–	–	﹤0.01%	809
2018 Q4	$10K	Sell	196 -200	-51%	-$8.49K	﹤0.01%	762
2018 Q3	$20K	Buy	+396	New	+$18.6K	0.01%	653
2016 Q4	–	Sell	-4,100	Closed	-$164K	–	1266
2016 Q3	$171K	Buy	+4,100	New	+$170K	0.05%	315

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

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

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Winslow Evans & Crocker's DGS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 339% in Q4 2020, buying an estimated $37K and bringing the position to 1,075 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #592.

Winslow Evans & Crocker first reported a position in DGS in Q3 2016 and has held it in 11 quarters since. The position peaked at $171K in Q3 2016. 165 funds tracked by Wall St. Rank hold DGS as of Q4 2020.

Winslow Evans & Crocker held 1,075 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $51K as of Q4 2020.
Winslow Evans & Crocker bought 830 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2020, an estimated $37K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #592 holding.
Winslow Evans & Crocker first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2016 and has held it in 11 quarters since.
Winslow Evans & Crocker's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $171K in Q3 2016.
165 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.