Epstein & White Financial’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Epstein & White Financial’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 Q4	–	Sell	-5,079	Closed	-$232K	–	85
2018 Q3	$232K	Sell	5,079 -8,338	-62%	-$392K	0.15%	79
2018 Q2	$632K	Sell	13,417 -134,842	-91%	-$6.99M	0.47%	31
2018 Q1	$8M	Buy	148,259 +132,470	+839%	+$7.18M	5.14%	4
2017 Q4	$852K	Buy	+15,789	New	+$784K	0.49%	32

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 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

Epstein & White Financial's DGS Position: Q4 2018 in Review

Epstein & White Financial sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2018, closing a stake of 5,079 shares — an estimated $232K sold.

Epstein & White Financial first reported a position in DGS in Q4 2017 and held it in 4 quarters. The position peaked at $8M in Q1 2018. 185 funds tracked by Wall St. Rank hold DGS as of Q4 2018.

Epstein & White Financial reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Epstein & White Financial sold 5,079 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2018, an estimated $232K.
Epstein & White Financial first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 4 quarters.
Epstein & White Financial's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $8M in Q1 2018.
185 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2018.

Based on Epstein & White Financial's 13F filing for Q4 2018, filed 5 Feb 2019.