Anchor Capital Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Anchor Capital 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
2014 Q4	–	Sell	-5,000	Closed	-$239K	–	311
2014 Q3	$239K	Hold	5,000	–	–	﹤0.01%	301
2014 Q2	$259K	Hold	5,000	–	–	0.01%	296
2014 Q1	$245K	Hold	5,000	–	–	﹤0.01%	292
2013 Q4	$255K	Buy	+5,000	New	+$260K	0.01%	282

Other funds holding DEM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

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

Anchor Capital Advisors's DEM Position: Q4 2014 in Review

Anchor Capital Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2014, closing a stake of 5,000 shares — an estimated $239K sold.

Anchor Capital Advisors first reported a position in DEM in Q4 2013 and held it in 4 quarters. The position peaked at $259K in Q2 2014. 231 funds tracked by Wall St. Rank hold DEM as of Q4 2014.

Anchor Capital Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2014 after selling out during the quarter.
Anchor Capital Advisors sold 5,000 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2014, an estimated $239K.
Anchor Capital Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 4 quarters.
Anchor Capital Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $259K in Q2 2014.
231 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2014.

Based on Anchor Capital Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.