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

Avalon 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
2016
Q2 		– Sell
-35,753
Closed -$1.35M – 75
2016
Q1 		$1.35M Buy
+35,753
New +$1.23M 1.08% 34

Other funds holding DGS

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Avalon Capital Management's DGS Position: Q2 2016 in Review

Avalon Capital Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2016, closing a stake of 35,753 shares — an estimated $1.35M sold.

Avalon Capital Management first reported a position in DGS in Q1 2016 and held it in 1 quarter. The position peaked at $1.35M in Q1 2016. 122 funds tracked by Wall St. Rank hold DGS as of Q2 2016.

  • Avalon Capital Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2016 after selling out during the quarter.
  • Avalon Capital Management sold 35,753 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2016, an estimated $1.35M.
  • Avalon Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2016 and held it in 1 quarter.
  • Avalon Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.35M in Q1 2016.
  • 122 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2016.

Based on Avalon Capital Management's 13F filing for Q2 2016, filed 27 Jul 2016.