DADC
DGS icon

D.A. Davidson & Co’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

D.A. Davidson & Co’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
-378
Closed -$14K – 2361
2016
Q4 		$14K Hold
378
– – ﹤0.01% 2021
2016
Q3 		$15K Buy
+378
New +$15.7K ﹤0.01% 1936

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

D.A. Davidson & Co's DGS Position: Q1 2017 in Review

D.A. Davidson & Co sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2017, closing a stake of 378 shares — an estimated $14K sold.

D.A. Davidson & Co first reported a position in DGS in Q3 2016 and held it in 2 quarters. The position peaked at $15K in Q3 2016. 137 funds tracked by Wall St. Rank hold DGS as of Q1 2017.

  • D.A. Davidson & Co reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 378 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2017, an estimated $14K.
  • D.A. Davidson & Co first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2016 and held it in 2 quarters.
  • D.A. Davidson & Co's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $15K in Q3 2016.
  • 137 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2017.

Based on D.A. Davidson & Co's 13F filing for Q1 2017, filed 12 May 2017.