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

Financial Management Professionals’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
2015 Q3	–	Sell	-51	Closed	-$2K	–	271
2015 Q2	$2K	Sell	51 -50	-50%	-$2.28K	﹤0.01%	233
2015 Q1	$4K	Hold	101	–	–	﹤0.01%	231
2014 Q4	$4K	Buy	+101	New	+$4.5K	﹤0.01%	246

Other funds holding DGS

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

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

PFM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

Financial Management Professionals's DGS Position: Q3 2015 in Review

Financial Management Professionals sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2015, closing a stake of 51 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in DGS in Q4 2014 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 136 funds tracked by Wall St. Rank hold DGS as of Q3 2015.

Financial Management Professionals reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
Financial Management Professionals sold 51 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2015, an estimated $2K.
Financial Management Professionals first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2014 and held it in 3 quarters.
Financial Management Professionals's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $4K in Q1 2015.
136 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2015.

Based on Financial Management Professionals's 13F filing for Q3 2015, filed 3 Nov 2015.