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

Benchmark 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
2018
Q3 		– Sell
-12,299
Closed -$527K – 136
2018
Q2 		$527K Sell
12,299
-1,600
-12% -$73.2K 0.4% 69
2018
Q1 		$665K Sell
13,899
-300
-2% -$14.3K 0.53% 56
2017
Q4 		$644K Buy
14,199
+400
+3% +$17.5K 0.5% 54
2017
Q3 		$593K Sell
13,799
-400
-3% -$17.2K 0.46% 60
2017
Q2 		$582K Buy
14,199
+150
+1% +$6.15K 0.46% 56
2017
Q1 		$574K Buy
14,049
+4,700
+50% +$187K 0.45% 53
2016
Q4 		$349K Sell
9,349
-6,000
-39% -$224K 0.29% 77
2016
Q3 		$577K Sell
15,349
-800
-5% -$30.2K 0.44% 61
2016
Q2 		$572K Hold
16,149
– – 0.47% 59
2016
Q1 		$562K Sell
16,149
-1,300
-7% -$40.6K 0.49% 58
2015
Q4 		$552K Sell
17,449
-16,951
-49% -$582K 0.47% 63
2015
Q3 		$1.15M Sell
34,400
-1,600
-4% -$60.7K 0.94% 35
2015
Q2 		$1.56M Sell
36,000
-100
-0.3% -$4.58K 1.1% 33
2015
Q1 		$1.53M Sell
36,100
-400
-1% -$17.1K 1.01% 30
2014
Q4 		$1.54M Sell
36,500
-100
-0.3% -$4.54K 1.03% 27
2014
Q3 		$1.75M Hold
36,600
– – 1.21% 26
2014
Q2 		$1.9M Hold
36,600
– – 1.19% 24
2014
Q1 		$1.8M Buy
+36,600
New +$1.74M 1.25% 25

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Benchmark Capital Advisors's DEM Position: Q3 2018 in Review

Benchmark Capital Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2018, closing a stake of 12,299 shares — an estimated $527K sold.

Benchmark Capital Advisors first reported a position in DEM in Q1 2014 and held it in 18 quarters. The position peaked at $1.9M in Q2 2014. 244 funds tracked by Wall St. Rank hold DEM as of Q3 2018.

  • Benchmark Capital Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Benchmark Capital Advisors sold 12,299 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2018, an estimated $527K.
  • Benchmark Capital Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2014 and held it in 18 quarters.
  • Benchmark Capital Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.9M in Q2 2014.
  • 244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2018.

Based on Benchmark Capital Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.