Empirical Finance’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Empirical Finance’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
2018 Q1	–	Sell	-10,988	Closed	-$573K	–	169
2017 Q4	$573K	Sell	10,988 -730	-6%	-$36.2K	0.19%	85
2017 Q3	$575K	Sell	11,718 -675	-5%	-$32.5K	0.2%	88
2017 Q2	$567K	Buy	12,393 +4,233	+52%	+$192K	0.22%	89
2017 Q1	$366K	Buy	+8,160	New	+$350K	0.17%	77

Other funds holding DGS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

PFM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Empirical Finance's DGS Position: Q1 2018 in Review

Empirical Finance sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2018, closing a stake of 10,988 shares — an estimated $573K sold.

Empirical Finance first reported a position in DGS in Q1 2017 and held it in 4 quarters. The position peaked at $575K in Q3 2017. 179 funds tracked by Wall St. Rank hold DGS as of Q1 2018.

Empirical Finance reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Empirical Finance sold 10,988 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2018, an estimated $573K.
Empirical Finance first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2017 and held it in 4 quarters.
Empirical Finance's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $575K in Q3 2017.
179 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2018.

Based on Empirical Finance's 13F filing for Q1 2018, filed 25 Apr 2018.