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

WFG 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
2017 Q2	$169K	Buy	3,691 +2,385	+183%	+$108K	0.04%	407
2017 Q1	$59K	Sell	1,306 -2,385	-65%	-$102K	0.02%	619
2016 Q4	$144K	Buy	3,691 +3,666	+14,664%	+$147K	0.04%	448
2016 Q3	$1K	Sell	25 -2,385	-99%	-$98.8K	﹤0.01%	1461
2016 Q2	$93K	Buy	2,410 +2,386	+9,942%	+$89.8K	0.02%	514
2016 Q1	$1K	Hold	24	–	–	﹤0.01%	1404
2015 Q4	$1K	Hold	24	–	–	﹤0.01%	1439
2015 Q3	$1K	Hold	24	–	–	﹤0.01%	1484
2015 Q2	$1K	Hold	24	–	–	﹤0.01%	1556
2015 Q1	$1K	Sell	24 -419	-95%	-$18.4K	﹤0.01%	1617
2014 Q4	$19K	Sell	443 -271	-38%	-$12.1K	﹤0.01%	1236
2014 Q3	$33K	Sell	714 -95	-12%	-$4.63K	0.01%	1067
2014 Q2	$39K	Buy	809 +4	+0.5%	+$190	0.01%	1007
2014 Q1	$38K	Sell	805 -182	-18%	-$8.16K	0.01%	1009
2013 Q4	$45K	Sell	987 -368	-27%	-$17.4K	0.01%	1035
2013 Q3	$63K	Sell	1,355 -551	-29%	-$25.5K	0.01%	836
2013 Q2	$88K	Buy	+1,906	New	+$96.4K	0.01%	700

Other funds holding DGS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PFM

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

WFG Advisors's DGS Position: Q2 2017 in Review

WFG Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 183% in Q2 2017, buying an estimated $108K and bringing the position to 3,691 shares worth $169K. The position accounts for 0.04% of the portfolio, ranked #407.

WFG Advisors first reported a position in DGS in Q2 2013 and has held it in 17 quarters since. 152 funds tracked by Wall St. Rank hold DGS as of Q2 2017.

WFG Advisors held 3,691 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $169K as of Q2 2017.
WFG Advisors bought 2,385 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2017, an estimated $108K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.04% of WFG Advisors's portfolio in Q2 2017, its #407 holding.
WFG Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and has held it in 17 quarters since.
152 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.