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

Apriem 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	-400	Closed	-$13K	–	583
2015 Q4	$13K	Buy	+400	New	+$13.7K	﹤0.01%	343
2014 Q1	–	Sell	-30	Closed	-$2K	–	499
2013 Q4	$2K	Sell	30 -55	-65%	-$2.86K	﹤0.01%	462
2013 Q3	$4K	Buy	+85	New	+$4.27K	﹤0.01%	418

Other funds holding DEM

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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

Apriem Advisors's DEM Position: Q1 2016 in Review

Apriem Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2016, closing a stake of 400 shares — an estimated $13K sold.

Apriem Advisors first reported a position in DEM in Q3 2013 and held it in 3 quarters. The position peaked at $13K in Q4 2015. 180 funds tracked by Wall St. Rank hold DEM as of Q1 2016.

Apriem Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2016 after selling out during the quarter.
Apriem Advisors sold 400 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2016, an estimated $13K.
Apriem Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2013 and held it in 3 quarters.
Apriem Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $13K in Q4 2015.
180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2016.

Based on Apriem Advisors's 13F filing for Q1 2016, filed 13 May 2016.