Ledyard National Bank’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Ledyard National Bank’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
2019 Q1	–	Sell	-375	Closed	-$16K	–	351
2018 Q4	$16K	Hold	375	–	–	﹤0.01%	545
2018 Q3	$17K	Hold	375	–	–	﹤0.01%	543
2018 Q2	$18K	Hold	375	–	–	﹤0.01%	539
2018 Q1	$20K	Hold	375	–	–	﹤0.01%	556
2017 Q4	$20K	Buy	+375	New	+$18.6K	﹤0.01%	570

Other funds holding DGS

Bank of America

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

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

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return