Risk Paradigm Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Risk Paradigm 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
2016 Q3	–	Sell	-295	Closed	-$11.4K	–	261
2016 Q2	$11.4K	Hold	295	–	–	0.02%	218
2016 Q1	$11.1K	Buy	+295	New	+$10.1K	0.01%	215
2015 Q3	–	Sell	-617	Closed	-$26.8K	–	447
2015 Q2	$26.8K	Hold	617	–	–	0.03%	146
2015 Q1	$27.3K	Buy	+617	New	+$27.1K	0.03%	149

Other funds holding DGS

USAA

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

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

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

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

Risk Paradigm Group's DGS Position: Q3 2016 in Review

Risk Paradigm Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2016, closing a stake of 295 shares — an estimated $11.4K sold.

Risk Paradigm Group first reported a position in DGS in Q1 2015 and held it in 4 quarters. The position peaked at $27.3K in Q1 2015. 132 funds tracked by Wall St. Rank hold DGS as of Q3 2016.

Risk Paradigm Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2016 after selling out during the quarter.
Risk Paradigm Group sold 295 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2016, an estimated $11.4K.
Risk Paradigm Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2015 and held it in 4 quarters.
Risk Paradigm Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $27.3K in Q1 2015.
132 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2016.

Based on Risk Paradigm Group's 13F filing for Q3 2016, filed 14 Nov 2016.