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Wharton Business Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wharton Business Group’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
Q4 		– Sell
-6,885
Closed -$318K – 137
2014
Q3 		$318K Hold
6,885
– – 0.03% 129
2014
Q2 		$330K Hold
6,885
– – 0.04% 124
2014
Q1 		$321K Buy
+6,885
New +$309K 0.03% 133

Other funds holding DGS

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 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
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wharton Business Group's DGS Position: Q4 2014 in Review

Wharton Business Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2014, closing a stake of 6,885 shares — an estimated $318K sold.

Wharton Business Group first reported a position in DGS in Q1 2014 and held it in 3 quarters. The position peaked at $330K in Q2 2014. 168 funds tracked by Wall St. Rank hold DGS as of Q4 2014.

  • Wharton Business Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2014 after selling out during the quarter.
  • Wharton Business Group sold 6,885 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2014, an estimated $318K.
  • Wharton Business Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2014 and held it in 3 quarters.
  • Wharton Business Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $330K in Q2 2014.
  • 168 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2014.

Based on Wharton Business Group's 13F filing for Q4 2014, filed 12 Feb 2015.