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

Aurora Financial 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
2017 Q4	$370K	Buy	+7,098	New	+$352K	0.27%	129

Other funds holding DGS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Aurora Financial Advisors's DGS Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2017: 7,098 shares worth $370K. The stake represents 0.27% of the portfolio and ranks #129 among its holdings.

162 funds tracked by Wall St. Rank hold DGS as of Q4 2017.

Aurora Financial Advisors held 7,098 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $370K as of Q4 2017.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Aurora Financial Advisors position in Q4 2017.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.27% of Aurora Financial Advisors's portfolio in Q4 2017, its #129 holding.
162 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.