MSI Financial Services’s WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund DGRE Stock Holding History

MSI Financial Services’s Portfolio DGRE Stock Details DGRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-355	Closed	-$9K	–	2667
2014 Q3	$9K	Sell	355 -2,104	-86%	-$57K	﹤0.01%	1853
2014 Q2	$65K	Buy	+2,459	New	+$63.7K	0.01%	978

Other funds holding DGRE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

MSI Financial Services's DGRE Position: Q4 2014 in Review

MSI Financial Services sold out of WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund (DGRE) in Q4 2014, closing a stake of 355 shares — an estimated $9K sold.

MSI Financial Services first reported a position in DGRE in Q2 2014 and held it in 2 quarters. The position peaked at $65K in Q2 2014. 12 funds tracked by Wall St. Rank hold DGRE as of Q4 2014.

MSI Financial Services reported no remaining WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position as of Q4 2014 after selling out during the quarter.
MSI Financial Services sold 355 WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund shares in Q4 2014, an estimated $9K.
MSI Financial Services first reported a position in WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund in Q2 2014 and held it in 2 quarters.
MSI Financial Services's WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund position peaked at $65K in Q2 2014.
12 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund as of Q4 2014.

Based on MSI Financial Services's 13F filing for Q4 2014, filed 26 Jan 2015.