Mitchell Sinkler & Starr’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Mitchell Sinkler & Starr’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 Q3	–	Sell	-5,810	Closed	-$252K	–	94
2015 Q2	$252K	Sell	5,810 -800	-12%	-$36.5K	0.3%	79
2015 Q1	$292K	Hold	6,610	–	–	0.33%	75
2014 Q4	$285K	Hold	6,610	–	–	0.32%	74
2014 Q3	$306K	Buy	6,610 +1,950	+42%	+$95K	0.34%	72
2014 Q2	$224K	Sell	4,660 -700	-13%	-$33.3K	0.24%	82
2014 Q1	$250K	Hold	5,360	–	–	0.28%	72
2013 Q4	$247K	Hold	5,360	–	–	0.28%	71
2013 Q3	$250K	Sell	5,360 -45,885	-90%	-$2.12M	0.29%	71
2013 Q2	$2.36M	Buy	+51,245	New	+$2.59M	0.52%	53

Other funds holding DGS

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

USAA

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

Mitchell Sinkler & Starr's DGS Position: Q3 2015 in Review

Mitchell Sinkler & Starr sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2015, closing a stake of 5,810 shares — an estimated $252K sold.

Mitchell Sinkler & Starr first reported a position in DGS in Q2 2013 and held it in 9 quarters. The position peaked at $2.36M in Q2 2013. 136 funds tracked by Wall St. Rank hold DGS as of Q3 2015.

Mitchell Sinkler & Starr reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2015 after selling out during the quarter.
Mitchell Sinkler & Starr sold 5,810 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2015, an estimated $252K.
Mitchell Sinkler & Starr first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 9 quarters.
Mitchell Sinkler & Starr's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.36M in Q2 2013.
136 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2015.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2015, filed 13 Oct 2015.