Alpha Cubed Investments’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Alpha Cubed Investments’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
2015 Q3	–	Sell	-10,144	Closed	-$441K	–	194
2015 Q2	$441K	Buy	+10,144	New	+$464K	0.12%	124

Other funds holding DEM

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

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

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

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

BCI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Pension Partners New York $72.6M AUM

Alpha Cubed Investments's DEM Position: Q3 2015 in Review

Alpha Cubed Investments sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2015, closing a stake of 10,144 shares — an estimated $441K sold.

Alpha Cubed Investments first reported a position in DEM in Q2 2015 and held it in 1 quarter. The position peaked at $441K in Q2 2015. 188 funds tracked by Wall St. Rank hold DEM as of Q3 2015.

Alpha Cubed Investments reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2015 after selling out during the quarter.
Alpha Cubed Investments sold 10,144 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2015, an estimated $441K.
Alpha Cubed Investments first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2015 and held it in 1 quarter.
Alpha Cubed Investments's WisdomTree Emerging Markets High Dividend Fund position peaked at $441K in Q2 2015.
188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2015.

Based on Alpha Cubed Investments's 13F filing for Q3 2015, filed 9 Nov 2015.