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Antonetti Capital Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Antonetti Capital 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
2013
Q4 		– Sell
-1,100
Closed -$51K – 268
2013
Q3 		$51K Hold
1,100
– – 0.05% 154
2013
Q2 		$51K Buy
+1,100
New +$55.6K 0.06% 159

Other funds holding DGS

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Antonetti Capital Management's DGS Position: Q4 2013 in Review

Antonetti Capital Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2013, closing a stake of 1,100 shares — an estimated $51K sold.

Antonetti Capital Management first reported a position in DGS in Q2 2013 and held it in 2 quarters. The position peaked at $51K in Q3 2013. 143 funds tracked by Wall St. Rank hold DGS as of Q4 2013.

  • Antonetti Capital Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • Antonetti Capital Management sold 1,100 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2013, an estimated $51K.
  • Antonetti Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 2 quarters.
  • Antonetti Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $51K in Q3 2013.
  • 143 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2013.

Based on Antonetti Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.