National Planning Corporation’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

National Planning Corporation’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
2017 Q2	–	Sell	-4,483	Closed	-$202K	–	746
2017 Q1	$202K	Buy	+4,483	New	+$192K	0.02%	638
2015 Q1	–	Sell	-5,623	Closed	-$242K	–	961
2014 Q4	$242K	Sell	5,623 -9,276	-62%	-$413K	0.02%	603
2014 Q3	$686K	Buy	14,899 +3,788	+34%	+$185K	0.05%	329
2014 Q2	$533K	Buy	11,111 +6,751	+155%	+$321K	0.04%	378
2014 Q1	$205K	Sell	4,360 -1,255	-22%	-$56.3K	0.02%	644
2013 Q4	$259K	Sell	5,615 -454	-7%	-$21.5K	0.02%	560
2013 Q3	$287K	Buy	+6,069	New	+$281K	0.03%	501

Other funds holding DGS

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

USAA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

National Planning Corporation's DGS Position: Q2 2017 in Review

National Planning Corporation sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2017, closing a stake of 4,483 shares — an estimated $202K sold.

National Planning Corporation first reported a position in DGS in Q3 2013 and held it in 7 quarters. The position peaked at $686K in Q3 2014. 152 funds tracked by Wall St. Rank hold DGS as of Q2 2017.

National Planning Corporation reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2017 after selling out during the quarter.
National Planning Corporation sold 4,483 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2017, an estimated $202K.
National Planning Corporation first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2013 and held it in 7 quarters.
National Planning Corporation's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $686K in Q3 2014.
152 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2017.

Based on National Planning Corporation's 13F filing for Q2 2017, filed 2 Aug 2017.