Parisi Gray Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Parisi Gray Wealth Management’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
2018 Q2	–	Sell	-400	Closed	-$22K	–	611
2018 Q1	$22K	Hold	400	–	–	0.02%	325
2017 Q4	$21K	Buy	+400	New	+$19.9K	0.02%	341

Other funds holding DGS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

PFM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Parisi Gray Wealth Management's DGS Position: Q2 2018 in Review

Parisi Gray Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2018, closing a stake of 400 shares — an estimated $22K sold.

Parisi Gray Wealth Management first reported a position in DGS in Q4 2017 and held it in 2 quarters. The position peaked at $22K in Q1 2018. 176 funds tracked by Wall St. Rank hold DGS as of Q2 2018.

Parisi Gray Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
Parisi Gray Wealth Management sold 400 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2018, an estimated $22K.
Parisi Gray Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 2 quarters.
Parisi Gray Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $22K in Q1 2018.
176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2018.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.