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Clear Investment Research’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Clear Investment Research’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
2015
Q3 		– Sell
-1,252
Closed -$54K – 24
2015
Q2 		$54K Hold
1,252
– – 0.05% 25
2015
Q1 		$53K Buy
+1,252
New +$53.5K 0.05% 25

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Pension Partners New York $72.6M AUM

Clear Investment Research's DEM Position: Q3 2015 in Review

Clear Investment Research sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2015, closing a stake of 1,252 shares — an estimated $54K sold.

Clear Investment Research first reported a position in DEM in Q1 2015 and held it in 2 quarters. The position peaked at $54K in Q2 2015. 188 funds tracked by Wall St. Rank hold DEM as of Q3 2015.

  • Clear Investment Research reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2015 after selling out during the quarter.
  • Clear Investment Research sold 1,252 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2015, an estimated $54K.
  • Clear Investment Research first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2015 and held it in 2 quarters.
  • Clear Investment Research's WisdomTree Emerging Markets High Dividend Fund position peaked at $54K in Q2 2015.
  • 188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2015.

Based on Clear Investment Research's 13F filing for Q3 2015, filed 2 Nov 2015.