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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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 $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFM

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

AFIA

America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return

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

Ledyard National Bank's DGS Position: Q1 2019 in Review

Ledyard National Bank sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2019, closing a stake of 375 shares — an estimated $16K sold.

Ledyard National Bank first reported a position in DGS in Q4 2017 and held it in 5 quarters. The position peaked at $20K in Q1 2018. 188 funds tracked by Wall St. Rank hold DGS as of Q1 2019.

Ledyard National Bank reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 375 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2019, an estimated $16K.
Ledyard National Bank first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 5 quarters.
Ledyard National Bank's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $20K in Q1 2018.
188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.