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Ground Swell Capital’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Ground Swell Capital’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
Q3 		$97K Buy
2,103
+2,062
+5,029% +$100K 0.18% 101
2014
Q2 		$2K Buy
+41
New +$1.95K ﹤0.01% 1468

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Ground Swell Capital's DGS Position: Q3 2014 in Review

Ground Swell Capital increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 5,029% in Q3 2014, buying an estimated $100K and bringing the position to 2,103 shares worth $97K. The position accounts for 0.18% of the portfolio, ranked #101.

Ground Swell Capital first reported a position in DGS in Q2 2014 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold DGS as of Q3 2014.

  • Ground Swell Capital held 2,103 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $97K as of Q3 2014.
  • Ground Swell Capital bought 2,062 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2014, an estimated $100K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.18% of Ground Swell Capital's portfolio in Q3 2014, its #101 holding.
  • Ground Swell Capital first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2014 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.