Concert Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Concert Wealth 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 Q4	–	Sell	-38	Closed	-$2K	–	547
2016 Q3	$2K	Buy	+38	New	+$1.57K	﹤0.01%	995
2015 Q4	–	Sell	-6,472	Closed	-$229K	–	697
2015 Q3	$229K	Sell	6,472 -67	-1%	-$2.59K	0.03%	570
2015 Q2	$287K	Buy	+6,539	New	+$298K	0.04%	514
2015 Q1	–	Sell	-7,742	Closed	-$337K	–	517
2014 Q4	$337K	Buy	7,742 +2,342	+43%	+$104K	0.05%	419
2014 Q3	$249K	Sell	5,400 -2,332	-30%	-$114K	0.03%	434
2014 Q2	$355K	Sell	7,732 -1,874	-20%	-$89K	0.04%	371
2014 Q1	$443K	Buy	9,606 +311	+3%	+$13.9K	0.06%	306
2013 Q4	$428K	Buy	+9,295	New	+$440K	0.05%	300

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

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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

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

Concert Wealth Management's DGS Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2016, closing a stake of 38 shares — an estimated $2K sold.

Concert Wealth Management first reported a position in DGS in Q4 2013 and held it in 8 quarters. The position peaked at $443K in Q1 2014. 139 funds tracked by Wall St. Rank hold DGS as of Q4 2016.

Concert Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 38 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2016, an estimated $2K.
Concert Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2013 and held it in 8 quarters.
Concert Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $443K in Q1 2014.
139 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.