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

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

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

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

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