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Keystone Financial Planning’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Keystone Financial Planning’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 		– Sell
-6,371
Closed -$306K – 47
2014
Q2 		$306K Hold
6,371
– – 0.23% 44
2014
Q1 		$297K Hold
6,371
– – 0.23% 49
2013
Q4 		$294K Buy
+6,371
New +$301K 0.24% 50

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

Keystone Financial Planning's DGS Position: Q3 2014 in Review

Keystone Financial Planning sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2014, closing a stake of 6,371 shares — an estimated $306K sold.

Keystone Financial Planning first reported a position in DGS in Q4 2013 and held it in 3 quarters. The position peaked at $306K in Q2 2014. 158 funds tracked by Wall St. Rank hold DGS as of Q3 2014.

  • Keystone Financial Planning reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • Keystone Financial Planning sold 6,371 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2014, an estimated $306K.
  • Keystone Financial Planning first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2013 and held it in 3 quarters.
  • Keystone Financial Planning's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $306K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2014.

Based on Keystone Financial Planning's 13F filing for Q3 2014, filed 20 Oct 2014.