PFG
DGS icon

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

Pacific 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
2015
Q1 		– Sell
-400
Closed -$17K – 81
2014
Q4 		$17K Buy
+400
New +$17.8K 0.01% 119

Other funds holding DGS

Bank of America
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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pacific Financial Group's DGS Position: Q1 2015 in Review

Pacific Financial Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2015, closing a stake of 400 shares — an estimated $17K sold.

Pacific Financial Group first reported a position in DGS in Q4 2014 and held it in 1 quarter. The position peaked at $17K in Q4 2014. 159 funds tracked by Wall St. Rank hold DGS as of Q1 2015.

  • Pacific Financial Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 400 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2015, an estimated $17K.
  • Pacific Financial Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $17K in Q4 2014.
  • 159 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.