Litman Gregory Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Litman Gregory Wealth Management’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	-279	Closed	-$13K	–	14
2014 Q2	$13K	Hold	279	–	–	0.02%	17
2014 Q1	$13K	Hold	279	–	–	0.02%	22
2013 Q4	$13K	Buy	+279	New	+$13.2K	0.02%	25
2013 Q3	–	Sell	-5,376	Closed	-$248K	–	11
2013 Q2	$248K	Buy	+5,376	New	+$272K	0.28%	13

Other funds holding DGS

USAA

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

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

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

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Litman Gregory Wealth Management's DGS Position: Q3 2014 in Review

Litman Gregory Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2014, closing a stake of 279 shares — an estimated $13K sold.

Litman Gregory Wealth Management first reported a position in DGS in Q2 2013 and held it in 4 quarters. The position peaked at $248K in Q2 2013. 158 funds tracked by Wall St. Rank hold DGS as of Q3 2014.

Litman Gregory Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2014 after selling out during the quarter.
Litman Gregory Wealth Management sold 279 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2014, an estimated $13K.
Litman Gregory Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 4 quarters.
Litman Gregory Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $248K in Q2 2013.
158 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2014.

Based on Litman Gregory Wealth Management's 13F filing for Q3 2014, filed 12 Nov 2014.