First Personal Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

First Personal Financial 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
2015 Q4	–	Sell	-307	Closed	-$11K	–	420
2015 Q3	$11K	Hold	307	–	–	0.01%	276
2015 Q2	$14K	Hold	307	–	–	0.01%	253
2015 Q1	$14K	Sell	307 -74	-19%	-$3.25K	0.01%	249
2014 Q4	$16K	Buy	+381	New	+$17K	0.01%	223

Other funds holding DGS

USAA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First Personal Financial Services's DGS Position: Q4 2015 in Review

First Personal Financial Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2015, closing a stake of 307 shares — an estimated $11K sold.

First Personal Financial Services first reported a position in DGS in Q4 2014 and held it in 4 quarters. The position peaked at $16K in Q4 2014. 130 funds tracked by Wall St. Rank hold DGS as of Q4 2015.

First Personal Financial Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
First Personal Financial Services sold 307 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2015, an estimated $11K.
First Personal Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2014 and held it in 4 quarters.
First Personal Financial Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $16K in Q4 2014.
130 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2015.

Based on First Personal Financial Services's 13F filing for Q4 2015, filed 26 Jan 2016.