Fusion Investment Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Fusion Investment Group’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	$1.42M	Buy	40,446 +183	+0.5%	+$6.72K	3.8%	4
2015 Q3	$1.43M	Sell	40,263 -13,713	-25%	-$530K	3.39%	4
2015 Q2	$2.34M	Buy	53,976 +437	+0.8%	+$19.9K	1.81%	8
2015 Q1	$2.37M	Sell	53,539 -13,089	-20%	-$574K	1.89%	7
2014 Q4	$2.88M	Sell	66,628 -7,238	-10%	-$322K	2.43%	7
2014 Q3	$3.41M	Sell	73,866 -3,901	-5%	-$190K	2.95%	8
2014 Q2	$3.73M	Buy	77,767 +17,664	+29%	+$839K	3.21%	6
2014 Q1	$2.8M	Buy	60,103 +6,768	+13%	+$303K	2.85%	6
2013 Q4	$2.46M	Buy	+53,335	New	+$2.52M	1.82%	8

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 $2.31B AUM 21.64% 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

Fusion Investment Group's DGS Position: Q4 2015 in Review

Fusion Investment Group increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.45% in Q4 2015, buying an estimated $6.72K and bringing the position to 40,446 shares worth $1.42M. The position accounts for 3.8% of the portfolio, ranked #4.

Fusion Investment Group first reported a position in DGS in Q4 2013 and has held it in 9 quarters since. The position peaked at $3.73M in Q2 2014. 130 funds tracked by Wall St. Rank hold DGS as of Q4 2015.

Fusion Investment Group held 40,446 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.42M as of Q4 2015.
Fusion Investment Group bought 183 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2015, an estimated $6.72K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 3.8% of Fusion Investment Group's portfolio in Q4 2015, its #4 holding.
Fusion Investment Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2013 and has held it in 9 quarters since.
Fusion Investment Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3.73M in Q2 2014.
130 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.