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Beacon Trust’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Beacon Trust’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
2013
Q3 		– Sell
-4,955
Closed -$239K – 184
2013
Q2 		$239K Buy
+4,955
New +$266K 0.05% 158

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Beacon Trust's DEM Position: Q3 2013 in Review

Beacon Trust sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2013, closing a stake of 4,955 shares — an estimated $239K sold.

Beacon Trust first reported a position in DEM in Q2 2013 and held it in 1 quarter. The position peaked at $239K in Q2 2013. 250 funds tracked by Wall St. Rank hold DEM as of Q3 2013.

  • Beacon Trust reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Beacon Trust sold 4,955 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2013, an estimated $239K.
  • Beacon Trust first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Beacon Trust's WisdomTree Emerging Markets High Dividend Fund position peaked at $239K in Q2 2013.
  • 250 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2013.

Based on Beacon Trust's 13F filing for Q3 2013, filed 25 Oct 2013.