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

Westover Capital 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
2015
Q1 		– Sell
-46,003
Closed -$1.99M – 91
2014
Q4 		$1.99M Sell
46,003
-13,709
-23% -$610K 1.7% 22
2014
Q3 		$2.76M Buy
59,712
+3,843
+7% +$187K 2.25% 13
2014
Q2 		$2.68M Buy
55,869
+13,141
+31% +$624K 2.26% 14
2014
Q1 		$1.99M Sell
42,728
-666
-2% -$29.9K 1.86% 22
2013
Q4 		$2M Sell
43,394
-3,322
-7% -$157K 1.91% 23
2013
Q3 		$2.18M Sell
46,716
-6,628
-12% -$306K 2.26% 16
2013
Q2 		$2.46M Buy
+53,344
New +$2.7M 2.41% 14

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Westover Capital Advisors's DGS Position: Q1 2015 in Review

Westover Capital Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2015, closing a stake of 46,003 shares — an estimated $1.99M sold.

Westover Capital Advisors first reported a position in DGS in Q2 2013 and held it in 7 quarters. The position peaked at $2.76M in Q3 2014. 159 funds tracked by Wall St. Rank hold DGS as of Q1 2015.

  • Westover Capital Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • Westover Capital Advisors sold 46,003 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2015, an estimated $1.99M.
  • Westover Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 7 quarters.
  • Westover Capital Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.76M in Q3 2014.
  • 159 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2015.

Based on Westover Capital Advisors's 13F filing for Q1 2015, filed 13 May 2015.