Washington Trust Bank’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Washington Trust Bank’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
2018 Q2	–	Sell	-474	Closed	-$26K	–	665
2018 Q1	$26K	Hold	474	–	–	﹤0.01%	486
2017 Q4	$25K	Buy	+474	New	+$23.5K	﹤0.01%	517
2017 Q1	–	Sell	-141	Closed	-$6K	–	747
2016 Q4	$6K	Sell	141 -3,659	-96%	-$147K	﹤0.01%	602
2016 Q3	$159K	Buy	+3,800	New	+$157K	0.04%	206

Other funds holding DGS

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

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

USAA

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

PFM

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

Washington Trust Bank's DGS Position: Q2 2018 in Review

Washington Trust Bank sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2018, closing a stake of 474 shares — an estimated $26K sold.

Washington Trust Bank first reported a position in DGS in Q3 2016 and held it in 4 quarters. The position peaked at $159K in Q3 2016. 176 funds tracked by Wall St. Rank hold DGS as of Q2 2018.

Washington Trust Bank reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2018 after selling out during the quarter.
Washington Trust Bank sold 474 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2018, an estimated $26K.
Washington Trust Bank first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2016 and held it in 4 quarters.
Washington Trust Bank's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $159K in Q3 2016.
176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2018.

Based on Washington Trust Bank's 13F filing for Q2 2018, filed 3 Jul 2018.