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

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

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

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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