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Bouchey Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bouchey Financial Group’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
Q2 		– Sell
-107,916
Closed -$5.29M – 66
2014
Q1 		$5.29M Buy
107,916
+1,749
+2% +$83.1K 3.22% 6
2013
Q4 		$5.22M Buy
+106,167
New +$5.53M 3.68% 6

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Bouchey Financial Group's DEM Position: Q2 2014 in Review

Bouchey Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2014, closing a stake of 107,916 shares — an estimated $5.29M sold.

Bouchey Financial Group first reported a position in DEM in Q4 2013 and held it in 2 quarters. The position peaked at $5.29M in Q1 2014. 252 funds tracked by Wall St. Rank hold DEM as of Q2 2014.

  • Bouchey Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • Bouchey Financial Group sold 107,916 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2014, an estimated $5.29M.
  • Bouchey Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 2 quarters.
  • Bouchey Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $5.29M in Q1 2014.
  • 252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2014.

Based on Bouchey Financial Group's 13F filing for Q2 2014, filed 13 Aug 2014.