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Pinkerton Retirement Specialists’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Pinkerton Retirement Specialists’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
2017
Q4 		– Sell
-56
Closed -$3K – 212
2017
Q3 		$3K Buy
56
+1
+2% +$48 ﹤0.01% 138
2017
Q2 		$3K Buy
+55
New +$2.5K ﹤0.01% 159

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Pinkerton Retirement Specialists's DGS Position: Q4 2017 in Review

Pinkerton Retirement Specialists sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2017, closing a stake of 56 shares — an estimated $3K sold.

Pinkerton Retirement Specialists first reported a position in DGS in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 162 funds tracked by Wall St. Rank hold DGS as of Q4 2017.

  • Pinkerton Retirement Specialists reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 56 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2017, an estimated $3K.
  • Pinkerton Retirement Specialists first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2017 and held it in 2 quarters.
  • Pinkerton Retirement Specialists's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3K in Q3 2017.
  • 162 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2017.

Based on Pinkerton Retirement Specialists's 13F filing for Q4 2017, filed 8 Feb 2018.