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Gemmer Asset Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Gemmer Asset 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
2014
Q2 		– Sell
-3
Closed – – 1437
2014
Q1 		$0 Buy
+3
New +$135 ﹤0.01% 1408

Other funds holding DGS

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gemmer Asset Management's DGS Position: Q2 2014 in Review

Gemmer Asset Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2014, closing a stake of 3 shares.

Gemmer Asset Management first reported a position in DGS in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 154 funds tracked by Wall St. Rank hold DGS as of Q2 2014.

  • Gemmer Asset Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • Gemmer Asset Management sold 3 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2014.
  • Gemmer Asset Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2014 and held it in 1 quarter.
  • Gemmer Asset Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $0 in Q1 2014.
  • 154 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2014.

Based on Gemmer Asset Management's 13F filing for Q2 2014, filed 13 Aug 2014.