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Waverly Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Waverly Advisors’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
Q1 		– Sell
-71
Closed -$3K – 720
2013
Q4 		$3K Buy
71
+25
+54% +$1.18K ﹤0.01% 737
2013
Q3 		$2K Buy
+46
New +$2.13K ﹤0.01% 534

Other funds holding DGS

USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waverly Advisors's DGS Position: Q1 2014 in Review

Waverly Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2014, closing a stake of 71 shares — an estimated $3K sold.

Waverly Advisors first reported a position in DGS in Q3 2013 and held it in 2 quarters. The position peaked at $3K in Q4 2013. 143 funds tracked by Wall St. Rank hold DGS as of Q1 2014.

  • Waverly Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Waverly Advisors sold 71 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2014, an estimated $3K.
  • Waverly Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2013 and held it in 2 quarters.
  • Waverly Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3K in Q4 2013.
  • 143 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.