Crosspoint Capital Strategies’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Crosspoint Capital Strategies’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 Q1	–	Sell	-60	Closed	-$3K	–	267
2015 Q4	$3K	Sell	60 -435	-88%	-$16K	﹤0.01%	863
2015 Q3	$18K	Buy	+495	New	+$19.1K	0.02%	354
2015 Q1	–	Sell	-81	Closed	-$3K	–	558
2014 Q4	$3K	Hold	81	–	–	﹤0.01%	659
2014 Q3	$4K	Hold	81	–	–	﹤0.01%	428
2014 Q2	$4K	Sell	81 -140	-63%	-$6.65K	﹤0.01%	452
2014 Q1	$10K	Buy	221 +140	+173%	+$6.28K	﹤0.01%	469
2013 Q4	$4K	Buy	+81	New	+$3.83K	﹤0.01%	508

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Crosspoint Capital Strategies's DGS Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2016, closing a stake of 60 shares — an estimated $3K sold.

Crosspoint Capital Strategies first reported a position in DGS in Q4 2013 and held it in 7 quarters. The position peaked at $18K in Q3 2015. 121 funds tracked by Wall St. Rank hold DGS as of Q1 2016.

Crosspoint Capital Strategies reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
Crosspoint Capital Strategies sold 60 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2016, an estimated $3K.
Crosspoint Capital Strategies first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2013 and held it in 7 quarters.
Crosspoint Capital Strategies's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $18K in Q3 2015.
121 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.