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

Tradewinds 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
2014
Q3 		– Sell
-25
Closed -$1K – 600
2014
Q2 		$1K Buy
+25
New +$1.19K ﹤0.01% 578

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ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
U
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HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Tradewinds Capital Management's DGS Position: Q3 2014 in Review

Tradewinds Capital Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2014, closing a stake of 25 shares — an estimated $1K sold.

Tradewinds Capital Management first reported a position in DGS in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 158 funds tracked by Wall St. Rank hold DGS as of Q3 2014.

  • Tradewinds Capital Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • Tradewinds Capital Management sold 25 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2014, an estimated $1K.
  • Tradewinds Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2014 and held it in 1 quarter.
  • Tradewinds Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2014.

Based on Tradewinds Capital Management's 13F filing for Q3 2014, filed 5 Nov 2014.