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WP Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

WP Advisors’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
-7,029
Closed -$336K – 50
2019
Q4 		$336K Sell
7,029
-327
-4% -$15K 0.35% 42
2019
Q3 		$326K Sell
7,356
-405
-5% -$18.5K 0.37% 40
2019
Q2 		$365K Sell
7,761
-34
-0.4% -$1.58K 0.41% 35
2019
Q1 		$367K Sell
7,795
-277
-3% -$12.7K 0.4% 34
2018
Q4 		$338K Sell
8,072
-26
-0.3% -$1.1K 0.33% 40
2018
Q3 		$370K Sell
8,098
-3,136
-28% -$147K 0.34% 35
2018
Q2 		$536K Sell
11,234
-86
-0.8% -$4.46K 0.51% 24
2018
Q1 		$612K Sell
11,320
-239
-2% -$13K 0.66% 23
2017
Q4 		$603K Buy
11,559
+149
+1% +$7.4K 0.58% 25
2017
Q3 		$559K Buy
11,410
+43
+0.4% +$2.07K 0.42% 36
2017
Q2 		$520K Buy
11,367
+3
+0% +$136 0.38% 38
2017
Q1 		$510K Buy
11,364
+451
+4% +$19.3K 0.32% 39
2016
Q4 		$427K Buy
+10,913
New +$437K 0.3% 39

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WP Advisors's DGS Position: Q1 2020 in Review

WP Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 7,029 shares — an estimated $336K sold.

WP Advisors first reported a position in DGS in Q4 2016 and held it in 13 quarters. The position peaked at $612K in Q1 2018. 170 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

  • WP Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • WP Advisors sold 7,029 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $336K.
  • WP Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2016 and held it in 13 quarters.
  • WP Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $612K in Q1 2018.
  • 170 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on WP Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.