FineMark National Bank & Trust’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

FineMark National Bank & Trust’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	-1,250	Closed	-$49K	–	526
2016 Q4	$49K	Hold	1,250	–	–	﹤0.01%	625
2016 Q3	$52K	Hold	1,250	–	–	0.01%	588
2016 Q2	$48K	Hold	1,250	–	–	0.01%	604
2016 Q1	$47K	Sell	1,250 -786	-39%	-$27K	0.01%	587
2015 Q4	$71K	Sell	2,036 -138	-6%	-$5.07K	0.01%	509
2015 Q3	$77K	Buy	2,174 +374	+21%	+$14.4K	0.01%	521
2015 Q2	$78K	Buy	1,800 +90	+5%	+$4.11K	0.01%	538
2015 Q1	$76K	Hold	1,710	–	–	0.01%	557
2014 Q4	$74K	Sell	1,710 -1,125	-40%	-$50.1K	0.01%	567
2014 Q3	$131K	Buy	2,835 +2,575	+990%	+$125K	0.02%	414
2014 Q2	$12K	Hold	260	–	–	﹤0.01%	996
2014 Q1	$12K	Buy	260 +100	+63%	+$4.48K	﹤0.01%	1007
2013 Q4	$7K	Hold	160	–	–	﹤0.01%	1085
2013 Q3	$7K	Hold	160	–	–	﹤0.01%	1037
2013 Q2	$7K	Buy	+160	New	+$8.09K	﹤0.01%	1030

Other funds holding DGS

Bank of America

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

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

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

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