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

Clark Capital Management Group’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
-9,001
Closed -$420K – 339
2013
Q3 		$420K Sell
9,001
-552
-6% -$25.5K 0.03% 212
2013
Q2 		$440K Buy
+9,553
New +$483K 0.04% 202

Other funds holding DGS

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clark Capital Management Group's DGS Position: Q4 2013 in Review

Clark Capital Management Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2013, closing a stake of 9,001 shares — an estimated $420K sold.

Clark Capital Management Group first reported a position in DGS in Q2 2013 and held it in 2 quarters. The position peaked at $440K in Q2 2013. 143 funds tracked by Wall St. Rank hold DGS as of Q4 2013.

  • Clark Capital Management Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • Clark Capital Management Group sold 9,001 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2013, an estimated $420K.
  • Clark Capital Management Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 2 quarters.
  • Clark Capital Management Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $440K in Q2 2013.
  • 143 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2013.

Based on Clark Capital Management Group's 13F filing for Q4 2013, filed 6 Feb 2014.