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Southport Capital Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Southport Capital 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
2013
Q4 		– Sell
-7,245
Closed -$338K – 154
2013
Q3 		$338K Buy
+7,245
New +$335K 0.26% 98

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JIC
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U
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Morgan Stanley
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HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Southport Capital Management's DGS Position: Q4 2013 in Review

Southport Capital Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2013, closing a stake of 7,245 shares — an estimated $338K sold.

Southport Capital Management first reported a position in DGS in Q3 2013 and held it in 1 quarter. The position peaked at $338K in Q3 2013. 143 funds tracked by Wall St. Rank hold DGS as of Q4 2013.

  • Southport Capital Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2013 after selling out during the quarter.
  • Southport Capital Management sold 7,245 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2013, an estimated $338K.
  • Southport Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2013 and held it in 1 quarter.
  • Southport Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $338K in Q3 2013.
  • 143 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2013.

Based on Southport Capital Management's 13F filing for Q4 2013, filed 13 Jan 2014.