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

Allegis 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 		– Sell
-67
Closed -$2K – 335
2015
Q4 		$2K Buy
+67
New +$2.3K ﹤0.01% 976

Other funds holding DEM

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AI
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
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

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

Allegis Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2016, closing a stake of 67 shares — an estimated $2K sold.

Allegis Investment Advisors first reported a position in DEM in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 180 funds tracked by Wall St. Rank hold DEM as of Q1 2016.

  • Allegis Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 67 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2016, an estimated $2K.
  • Allegis Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $2K in Q4 2015.
  • 180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.