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Klingman & Associates’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Klingman & Associates’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 		– Sell
-1,698
Closed -$60K – 403
2015
Q3 		$60K Hold
1,698
– – 0.02% 199
2015
Q2 		$74K Hold
1,698
– – 0.03% 157
2015
Q1 		$75K Hold
1,698
– – 0.03% 149
2014
Q4 		$73K Buy
+1,698
New +$75.6K 0.03% 152

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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
UBS Group
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
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Klingman & Associates's DGS Position: Q4 2015 in Review

Klingman & Associates sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2015, closing a stake of 1,698 shares — an estimated $60K sold.

Klingman & Associates first reported a position in DGS in Q4 2014 and held it in 4 quarters. The position peaked at $75K in Q1 2015. 130 funds tracked by Wall St. Rank hold DGS as of Q4 2015.

  • Klingman & Associates reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
  • Klingman & Associates sold 1,698 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2015, an estimated $60K.
  • Klingman & Associates first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2014 and held it in 4 quarters.
  • Klingman & Associates's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $75K in Q1 2015.
  • 130 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2015.

Based on Klingman & Associates's 13F filing for Q4 2015, filed 9 Feb 2016.