NFG
DGS icon

NewFocus Financial Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

NewFocus Financial Group’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
2016
Q1 		– Sell
-20,449
Closed -$717K – 52
2015
Q4 		$717K Buy
+20,449
New +$751K 0.5% 41

Other funds holding DGS

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFIA
America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

NewFocus Financial Group's DGS Position: Q1 2016 in Review

NewFocus Financial Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2016, closing a stake of 20,449 shares — an estimated $717K sold.

NewFocus Financial Group first reported a position in DGS in Q4 2015 and held it in 1 quarter. The position peaked at $717K in Q4 2015. 121 funds tracked by Wall St. Rank hold DGS as of Q1 2016.

  • NewFocus Financial Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2016 after selling out during the quarter.
  • NewFocus Financial Group sold 20,449 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2016, an estimated $717K.
  • NewFocus Financial Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2015 and held it in 1 quarter.
  • NewFocus Financial Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $717K in Q4 2015.
  • 121 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2016.

Based on NewFocus Financial Group's 13F filing for Q1 2016, filed 2 May 2016.