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Contravisory Investment Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Contravisory Investment 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
2017
Q1 		– Sell
-7
Closed – – 295
2016
Q4 		$0 Buy
+7
New +$280 ﹤0.01% 299

Other funds holding DGS

Bank of America
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
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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Contravisory Investment Management's DGS Position: Q1 2017 in Review

Contravisory Investment Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2017, closing a stake of 7 shares.

Contravisory Investment Management first reported a position in DGS in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 137 funds tracked by Wall St. Rank hold DGS as of Q1 2017.

  • Contravisory Investment Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Contravisory Investment Management sold 7 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2017.
  • Contravisory Investment Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2016 and held it in 1 quarter.
  • Contravisory Investment Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $0 in Q4 2016.
  • 137 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2017.

Based on Contravisory Investment Management's 13F filing for Q1 2017, filed 7 Apr 2017.