Alerus Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Alerus Investment Advisors’s Portfolio DEM Stock Details DEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	$23K	Hold	658	–	–	﹤0.01%	147
2015 Q4	$21K	Buy	658 +560	+571%	+$19.2K	﹤0.01%	156
2015 Q3	$3K	Sell	98 -560	-85%	-$21.2K	﹤0.01%	171
2015 Q2	$29K	Hold	658	–	–	﹤0.01%	138
2015 Q1	$28K	Hold	658	–	–	﹤0.01%	139
2014 Q4	$28K	Hold	658	–	–	﹤0.01%	142
2014 Q3	$31K	Hold	658	–	–	0.01%	137
2014 Q2	$34K	Buy	658 +98	+18%	+$4.96K	0.01%	140
2014 Q1	$28K	Hold	560	–	–	0.01%	140
2013 Q4	$25K	Sell	560 -410	-42%	-$21.4K	0.01%	137
2013 Q3	$50K	Hold	970	–	–	0.01%	133
2013 Q2	$48K	Buy	+970	New	+$52K	0.01%	136

Other funds holding DEM

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Alerus Investment Advisors's DEM Position: Q1 2016 in Review

Alerus Investment Advisors held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q1 2016 at 658 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #147.

Alerus Investment Advisors first reported a position in DEM in Q2 2013 and has held it in 12 quarters since. The position peaked at $50K in Q3 2013. 180 funds tracked by Wall St. Rank hold DEM as of Q1 2016.

Alerus Investment Advisors held 658 shares of WisdomTree Emerging Markets High Dividend Fund worth $23K as of Q1 2016.
Alerus Investment Advisors left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q1 2016.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Alerus Investment Advisors's portfolio in Q1 2016, its #147 holding.
Alerus Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 12 quarters since.
Alerus Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $50K in Q3 2013.
180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2016.

Based on Alerus Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.