FinTrust Investment Advisory Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

FinTrust Investment Advisory Services’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	$409K	Sell	7,566 -443	-6%	-$24K	0.37%	51
2017 Q4	$418K	Sell	8,009 -292	-4%	-$14.5K	0.37%	57
2017 Q3	$407K	Buy	+8,301	New	+$400K	0.39%	56
2013 Q3	$1.08M	Buy	23,191 +2,740	+13%	+$127K	2.23%	8
2013 Q2	$942K	Buy	+20,451	New	+$1.03M	1.62%	10

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

FinTrust Investment Advisory Services's DGS Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 5.5% in Q1 2018, selling an estimated $24K and leaving 7,566 shares worth $409K. The position accounts for 0.37% of the portfolio, ranked #51.

FinTrust Investment Advisory Services first reported a position in DGS in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.08M in Q3 2013. 179 funds tracked by Wall St. Rank hold DGS as of Q1 2018.

FinTrust Investment Advisory Services held 7,566 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $409K as of Q1 2018.
FinTrust Investment Advisory Services sold 443 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2018, an estimated $24K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.37% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #51 holding.
FinTrust Investment Advisory Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.08M in Q3 2013.
179 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.