Harel Insurance Investments & Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Harel Insurance Investments & 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
2017 Q1	–	Sell	-100	Closed	-$4K	–	434
2016 Q4	$4K	Sell	100 -3,950	-98%	-$158K	﹤0.01%	341
2016 Q3	$169K	Buy	4,050 +2,150	+113%	+$89.1K	0.02%	121
2016 Q2	$74K	Buy	+1,900	New	+$71.5K	0.01%	287
2016 Q1	–	Sell	-2,610	Closed	-$89.7K	–	134
2015 Q4	$92K	Buy	+2,610	New	+$95.9K	0.01%	151

Other funds holding DGS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Harel Insurance Investments & Financial Services's DGS Position: Q1 2017 in Review

Harel Insurance Investments & Financial Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2017, closing a stake of 100 shares — an estimated $4K sold.

Harel Insurance Investments & Financial Services first reported a position in DGS in Q4 2015 and held it in 4 quarters. The position peaked at $169K in Q3 2016. 137 funds tracked by Wall St. Rank hold DGS as of Q1 2017.

Harel Insurance Investments & Financial Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2017 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 100 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2017, an estimated $4K.
Harel Insurance Investments & Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2015 and held it in 4 quarters.
Harel Insurance Investments & Financial Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $169K in Q3 2016.
137 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2017, filed 8 May 2017.