Focused Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Focused Wealth 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 Q1	–	Sell	-17	Closed	-$1K	–	702
2017 Q4	$1K	Hold	17	–	–	﹤0.01%	638
2017 Q3	$1K	Hold	17	–	–	﹤0.01%	604
2017 Q2	$1K	Hold	17	–	–	﹤0.01%	661
2017 Q1	$1K	Hold	17	–	–	﹤0.01%	639
2016 Q4	$1K	Hold	17	–	–	﹤0.01%	641
2016 Q3	$1K	Hold	17	–	–	﹤0.01%	617
2016 Q2	$1K	Hold	17	–	–	﹤0.01%	617
2016 Q1	$1K	Hold	17	–	–	﹤0.01%	587
2015 Q4	$1K	Hold	17	–	–	﹤0.01%	615
2015 Q3	$1K	Hold	17	–	–	﹤0.01%	620
2015 Q2	$1K	Hold	17	–	–	﹤0.01%	604
2015 Q1	$1K	Hold	17	–	–	﹤0.01%	625
2014 Q4	$1K	Hold	17	–	–	﹤0.01%	612
2014 Q3	$1K	Hold	17	–	–	﹤0.01%	635
2014 Q2	$1K	Hold	17	–	–	﹤0.01%	626
2014 Q1	$1K	Hold	17	–	–	﹤0.01%	590
2013 Q4	$1K	Hold	17	–	–	﹤0.01%	584
2013 Q3	$1K	Buy	+17	New	+$786	﹤0.01%	552

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

Focused Wealth Management's DGS Position: Q1 2018 in Review

Focused Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2018, closing a stake of 17 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in DGS in Q3 2013 and held it in 18 quarters. The position peaked at $1K in Q4 2017. 179 funds tracked by Wall St. Rank hold DGS as of Q1 2018.

Focused Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2018 after selling out during the quarter.
Focused Wealth Management sold 17 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2018, an estimated $1K.
Focused Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2013 and held it in 18 quarters.
Focused Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1K in Q4 2017.
179 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2018.

Based on Focused Wealth Management's 13F filing for Q1 2018, filed 7 May 2018.