NDSI
DGS icon

Newman Dignan & Sheerar Inc’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Newman Dignan & Sheerar Inc’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
2014
Q2 		– Sell
-32,590
Closed -$1.52M – 146
2014
Q1 		$1.52M Sell
32,590
-1,635
-5% -$73.3K 1.08% 25
2013
Q4 		$1.58K Sell
34,225
-2,272
-6% -$107K 0.08% 23
2013
Q3 		$1.7M Buy
36,497
+3,792
+12% +$175K 1.32% 21
2013
Q2 		$1.51K Buy
+32,705
New +$1.65M 0.12% 24

Other funds holding DGS

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Newman Dignan & Sheerar Inc's DGS Position: Q2 2014 in Review

Newman Dignan & Sheerar Inc sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2014, closing a stake of 32,590 shares — an estimated $1.52M sold.

Newman Dignan & Sheerar Inc first reported a position in DGS in Q2 2013 and held it in 4 quarters. The position peaked at $1.7M in Q3 2013. 154 funds tracked by Wall St. Rank hold DGS as of Q2 2014.

  • Newman Dignan & Sheerar Inc reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • Newman Dignan & Sheerar Inc sold 32,590 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2014, an estimated $1.52M.
  • Newman Dignan & Sheerar Inc first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 4 quarters.
  • Newman Dignan & Sheerar Inc's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.7M in Q3 2013.
  • 154 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2014.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2014, filed 22 Jul 2014.