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

Financial Advocates 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
2018 Q4	–	Sell	-15,612	Closed	-$713K	–	442
2018 Q3	$713K	Sell	15,612 -10,881	-41%	-$511K	0.08%	231
2018 Q2	$1.26M	Sell	26,493 -97	-0.4%	-$5.03K	0.15%	145
2018 Q1	$1.44M	Sell	26,590 -2,305	-8%	-$125K	0.19%	123
2017 Q4	$1.51M	Buy	+28,895	New	+$1.43M	0.21%	105

Other funds holding DGS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Financial Advocates Investment Management's DGS Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2018, closing a stake of 15,612 shares — an estimated $713K sold.

Financial Advocates Investment Management first reported a position in DGS in Q4 2017 and held it in 4 quarters. The position peaked at $1.51M in Q4 2017. 185 funds tracked by Wall St. Rank hold DGS as of Q4 2018.

Financial Advocates Investment Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
Financial Advocates Investment Management sold 15,612 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2018, an estimated $713K.
Financial Advocates Investment Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 4 quarters.
Financial Advocates Investment Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.51M in Q4 2017.
185 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.