Daiwa SB Investments’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Daiwa SB Investments’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
2019 Q1	$179K	Buy	4,080 +230	+6%	+$9.94K	0.04%	133
2018 Q4	$155K	Buy	+3,850	New	+$158K	0.04%	146
2017 Q1	–	Sell	-1,240	Closed	-$46K	–	250
2016 Q4	$46K	Sell	1,240 -480	-28%	-$17.9K	0.01%	172
2016 Q3	$65K	Buy	+1,720	New	+$64.9K	0.02%	166

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

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

Daiwa SB Investments's DEM Position: Q1 2019 in Review

Daiwa SB Investments increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 6% in Q1 2019, buying an estimated $9.94K and bringing the position to 4,080 shares worth $179K. The position accounts for 0.04% of the portfolio, ranked #133.

Daiwa SB Investments first reported a position in DEM in Q3 2016 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold DEM as of Q1 2019.

Daiwa SB Investments held 4,080 shares of WisdomTree Emerging Markets High Dividend Fund worth $179K as of Q1 2019.
Daiwa SB Investments bought 230 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2019, an estimated $9.94K.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Daiwa SB Investments's portfolio in Q1 2019, its #133 holding.
Daiwa SB Investments first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2016 and has held it in 4 quarters since.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2019.

Based on Daiwa SB Investments's 13F filing for Q1 2019, filed 18 Apr 2019.