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

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

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

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

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

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

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

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

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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