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

Bray Capital 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 Q1	–	Sell	-8,600	Closed	-$336K	–	121
2016 Q4	$336K	Sell	8,600 -1,765	-17%	-$70.7K	0.2%	82
2016 Q3	$433K	Hold	10,365	–	–	0.26%	77
2016 Q2	$402K	Buy	10,365 +120	+1%	+$4.51K	0.25%	77
2016 Q1	$387K	Sell	10,245 -520	-5%	-$17.9K	0.34%	63
2015 Q4	$377K	Buy	10,765 +6,780	+170%	+$249K	0.24%	84
2015 Q3	$142K	Sell	3,985 -32,535	-89%	-$1.26M	0.09%	146
2015 Q2	$1.58M	Buy	36,520 +1,589	+5%	+$72.5K	0.91%	39
2015 Q1	$1.54M	Buy	34,931 +3,000	+9%	+$132K	0.92%	41
2014 Q4	$1.38M	Buy	+31,931	New	+$1.42M	0.89%	44

Other funds holding DGS

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bray Capital Advisors's DGS Position: Q1 2017 in Review

Bray Capital Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2017, closing a stake of 8,600 shares — an estimated $336K sold.

Bray Capital Advisors first reported a position in DGS in Q4 2014 and held it in 9 quarters. The position peaked at $1.58M in Q2 2015. 137 funds tracked by Wall St. Rank hold DGS as of Q1 2017.

Bray Capital Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
Bray Capital Advisors sold 8,600 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2017, an estimated $336K.
Bray Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2014 and held it in 9 quarters.
Bray Capital Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.58M in Q2 2015.
137 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2017.

Based on Bray Capital Advisors's 13F filing for Q1 2017, filed 28 Apr 2017.