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Paradigm Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Paradigm Financial Advisors’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
Q1 		– Sell
-974
Closed -$45K – 266
2013
Q4 		$45K Buy
+974
New +$46.1K 0.04% 141

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
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

Paradigm Financial Advisors's DGS Position: Q1 2014 in Review

Paradigm Financial Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2014, closing a stake of 974 shares — an estimated $45K sold.

Paradigm Financial Advisors first reported a position in DGS in Q4 2013 and held it in 1 quarter. The position peaked at $45K in Q4 2013. 143 funds tracked by Wall St. Rank hold DGS as of Q1 2014.

  • Paradigm Financial Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Paradigm Financial Advisors sold 974 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2014, an estimated $45K.
  • Paradigm Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2013 and held it in 1 quarter.
  • Paradigm Financial Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $45K in Q4 2013.
  • 143 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2014.

Based on Paradigm Financial Advisors's 13F filing for Q1 2014, filed 29 Apr 2014.