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

Krilogy Financial’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
Q4 		– Sell
-111
Closed -$5K – 777
2017
Q3 		$5K Buy
+111
New +$5.35K ﹤0.01% 647

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Krilogy Financial's DGS Position: Q4 2017 in Review

Krilogy Financial sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2017, closing a stake of 111 shares — an estimated $5K sold.

Krilogy Financial first reported a position in DGS in Q3 2017 and held it in 1 quarter. The position peaked at $5K in Q3 2017. 162 funds tracked by Wall St. Rank hold DGS as of Q4 2017.

  • Krilogy Financial reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Krilogy Financial sold 111 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2017, an estimated $5K.
  • Krilogy Financial first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2017 and held it in 1 quarter.
  • Krilogy Financial's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $5K in Q3 2017.
  • 162 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2017.

Based on Krilogy Financial's 13F filing for Q4 2017, filed 14 Feb 2018.