Concert Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Concert Wealth Management’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
2016 Q4	–	Sell	-1,791	Closed	-$68K	–	542
2016 Q3	$68K	Buy	+1,791	New	+$67.6K	0.01%	783
2015 Q4	–	Sell	-15,270	Closed	-$511K	–	695
2015 Q3	$511K	Sell	15,270 -31,825	-68%	-$1.21M	0.07%	351
2015 Q2	$2.04M	Buy	47,095 +29,764	+172%	+$1.36M	0.26%	87
2015 Q1	$20K	Sell	17,331 -2,451	-12%	-$105K	0.01%	457
2014 Q4	$831K	Buy	19,782 +1,754	+10%	+$79.7K	0.13%	215
2014 Q3	$862K	Sell	18,028 -5,263	-23%	-$274K	0.12%	153
2014 Q2	$1.16M	Sell	23,291 -4,056	-15%	-$205K	0.14%	112
2014 Q1	$1.33M	Sell	27,347 -1,201	-4%	-$57.1K	0.17%	92
2013 Q4	$1.46M	Buy	28,548 +12,919	+83%	+$673K	0.19%	83
2013 Q3	$806K	Sell	15,629 -901	-5%	-$45.3K	0.11%	163
2013 Q2	$797K	Buy	+16,530	New	+$887K	0.12%	139

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Concert Wealth Management's DEM Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2016, closing a stake of 1,791 shares — an estimated $68K sold.

Concert Wealth Management first reported a position in DEM in Q2 2013 and held it in 11 quarters. The position peaked at $2.04M in Q2 2015. 191 funds tracked by Wall St. Rank hold DEM as of Q4 2016.

Concert Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 1,791 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2016, an estimated $68K.
Concert Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 11 quarters.
Concert Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.04M in Q2 2015.
191 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.