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CPWM LLC’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

CPWM LLC’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
2018
Q1 		– Sell
-7,270
Closed -$330K – 279
2017
Q4 		$330K Hold
7,270
– – 0.08% 159
2017
Q3 		$313K Buy
7,270
+1,165
+19% +$50.2K 0.07% 177
2017
Q2 		$250K Buy
+6,105
New +$250K 0.06% 219

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

CPWM LLC's DEM Position: Q1 2018 in Review

CPWM LLC sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2018, closing a stake of 7,270 shares — an estimated $330K sold.

CPWM LLC first reported a position in DEM in Q2 2017 and held it in 3 quarters. The position peaked at $330K in Q4 2017. 252 funds tracked by Wall St. Rank hold DEM as of Q1 2018.

  • CPWM LLC reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • CPWM LLC sold 7,270 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2018, an estimated $330K.
  • CPWM LLC first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 3 quarters.
  • CPWM LLC's WisdomTree Emerging Markets High Dividend Fund position peaked at $330K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2018.

Based on CPWM LLC's 13F filing for Q1 2018, filed 15 May 2018.