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Placemark Investments’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Placemark Investments’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
Q4 		$231K Buy
5,362
+1,000
+23% +$44.5K ﹤0.01% 1503
2014
Q3 		$201K Buy
+4,362
New +$213K ﹤0.01% 1569
2013
Q4 		– Sell
-4,697
Closed -$218K – 1616
2013
Q3 		$218K Sell
4,697
-1,507
-24% -$69.7K ﹤0.01% 1447
2013
Q2 		$284K Buy
+6,204
New +$314K 0.01% 1302

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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Placemark Investments's DGS Position: Q4 2014 in Review

Placemark Investments increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 23% in Q4 2014, buying an estimated $44.5K and bringing the position to 5,362 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Placemark Investments first reported a position in DGS in Q2 2013 and has held it in 4 quarters since. The position peaked at $284K in Q2 2013. 168 funds tracked by Wall St. Rank hold DGS as of Q4 2014.

  • Placemark Investments held 5,362 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $231K as of Q4 2014.
  • Placemark Investments bought 1,000 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2014, an estimated $44.5K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1503 holding.
  • Placemark Investments first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and has held it in 4 quarters since.
  • Placemark Investments's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $284K in Q2 2013.
  • 168 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.