Cornerstone Financial Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cornerstone Financial Partners’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 Q4	$285K	Buy	+6,272	New	+$274K	0.09%	117
2017 Q3	–	Sell	-27,382	Closed	-$1.12M	–	115
2017 Q2	$1.12M	Sell	27,382 -28,260	-51%	-$1.16M	0.44%	52
2017 Q1	$2.27M	Buy	55,642 +720	+1%	+$28.7K	0.76%	36
2016 Q4	$2.05M	Buy	54,922 +1,390	+3%	+$51.9K	0.66%	41
2016 Q3	$2.01M	Buy	+53,532	New	+$2.02M	0.7%	39

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

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

Cornerstone Financial Partners's DEM Position: Q4 2017 in Review

Cornerstone Financial Partners opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2017: 6,272 shares worth $285K. The stake represents 0.09% of the portfolio and ranks #117 among its holdings. This is a return to the name: Cornerstone Financial Partners previously reported a position in DEM as recently as Q2 2017.

Cornerstone Financial Partners first reported a position in DEM in Q3 2016 and has held it in 5 quarters since. The position peaked at $2.27M in Q1 2017. 226 funds tracked by Wall St. Rank hold DEM as of Q4 2017.

Cornerstone Financial Partners held 6,272 shares of WisdomTree Emerging Markets High Dividend Fund worth $285K as of Q4 2017.
WisdomTree Emerging Markets High Dividend Fund was a new Cornerstone Financial Partners position in Q4 2017.
WisdomTree Emerging Markets High Dividend Fund made up 0.09% of Cornerstone Financial Partners's portfolio in Q4 2017, its #117 holding.
Cornerstone Financial Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2016 and has held it in 5 quarters since.
Cornerstone Financial Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.27M in Q1 2017.
226 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.