Autus Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Autus Asset Management’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
2017 Q2	–	Sell	-5,360	Closed	-$219K	–	150
2017 Q1	$219K	Sell	5,360 -25	-0.5%	-$996	0.05%	148
2016 Q4	$201K	Sell	5,385 -400	-7%	-$14.9K	0.04%	146
2016 Q3	$217K	Buy	5,785 +150	+3%	+$5.66K	0.05%	148
2016 Q2	$200K	Sell	5,635 -400	-7%	-$13.8K	0.05%	156
2016 Q1	$210K	Buy	+6,035	New	+$189K	0.05%	152
2015 Q4	–	Sell	-26,525	Closed	-$888K	–	165
2015 Q3	$888K	Sell	26,525 -1,230	-4%	-$46.7K	0.27%	75
2015 Q2	$1.21M	Buy	27,755 +1,310	+5%	+$60K	0.34%	69
2015 Q1	$1.12M	Sell	26,445 -2,831	-10%	-$121K	0.31%	70
2014 Q4	$1.23M	Sell	29,276 -1,520	-5%	-$69K	0.39%	59
2014 Q3	$1.47M	Buy	30,796 +45	+0.1%	+$2.34K	0.49%	58
2014 Q2	$1.59M	Sell	30,751 -554	-2%	-$28.1K	0.55%	54
2014 Q1	$1.54M	Buy	31,305 +1,290	+4%	+$61.3K	0.58%	49
2013 Q4	$1.53M	Buy	30,015 +1,385	+5%	+$72.1K	0.6%	45
2013 Q3	$1.48M	Buy	28,630 +285	+1%	+$14.3K	0.63%	49
2013 Q2	$1.37M	Buy	+28,345	New	+$1.52M	0.62%	46

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Autus Asset Management's DEM Position: Q2 2017 in Review

Autus Asset Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2017, closing a stake of 5,360 shares — an estimated $219K sold.

Autus Asset Management first reported a position in DEM in Q2 2013 and held it in 15 quarters. The position peaked at $1.59M in Q2 2014. 201 funds tracked by Wall St. Rank hold DEM as of Q2 2017.

Autus Asset Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2017 after selling out during the quarter.
Autus Asset Management sold 5,360 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2017, an estimated $219K.
Autus Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 15 quarters.
Autus Asset Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.59M in Q2 2014.
201 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2017.

Based on Autus Asset Management's 13F filing for Q2 2017, filed 9 Aug 2017.