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

Cascade Investment 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
2017
Q1 		– Sell
-357
Closed -$13.3K – 176
2016
Q4 		$13.3K Buy
+357
New +$13.3K 0.01% 145

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Cascade Investment Advisors's DEM Position: Q1 2017 in Review

Cascade Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2017, closing a stake of 357 shares — an estimated $13.3K sold.

Cascade Investment Advisors first reported a position in DEM in Q4 2016 and held it in 1 quarter. The position peaked at $13.3K in Q4 2016. 188 funds tracked by Wall St. Rank hold DEM as of Q1 2017.

  • Cascade Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2017 after selling out during the quarter.
  • Cascade Investment Advisors sold 357 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2017, an estimated $13.3K.
  • Cascade Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2016 and held it in 1 quarter.
  • Cascade Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $13.3K in Q4 2016.
  • 188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2017.

Based on Cascade Investment Advisors's 13F filing for Q1 2017, filed 1 May 2017.