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

Advisors Preferred’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
2017
Q4 		– Sell
-2,640
Closed -$129K – 208
2017
Q3 		$129K Buy
2,640
+829
+46% +$40K 0.07% 90
2017
Q2 		$83K Sell
1,811
-1,183
-40% -$53.8K 0.05% 103
2017
Q1 		$134 Buy
2,994
+2,051
+217% +$87.9K 0.07% 101
2016
Q4 		$37K Sell
943
-2,604
-73% -$104K 0.02% 137
2016
Q3 		$148K Buy
+3,547
New +$147K 0.07% 103
2015
Q1 		– Sell
-165
Closed -$7.12K – 272
2014
Q4 		$7.12K Sell
165
-303
-65% -$13.5K ﹤0.01% 267
2014
Q3 		$21.6K Buy
+468
New +$22.8K 0.01% 181

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return