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

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

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

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

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

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

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

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