EFG Asset Management (Americas)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

EFG Asset Management (Americas)’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 Q1	–	Sell	-6,377	Closed	-$238K	–	122
2016 Q4	$238K	Buy	6,377 +567	+10%	+$21.2K	0.1%	99
2016 Q3	$218K	Buy	+5,810	New	+$219K	0.09%	95
2015 Q2	–	Sell	-2,303	Closed	-$98K	–	104
2015 Q1	$98K	Sell	2,303 -332	-13%	-$14.2K	0.08%	96
2014 Q4	$111K	Buy	2,635 +1,379	+110%	+$62.6K	0.07%	122
2014 Q3	$60K	Buy	1,256 +82	+7%	+$4.27K	0.06%	70
2014 Q2	$61K	Buy	1,174 +140	+14%	+$7.09K	0.05%	66
2014 Q1	$51K	Hold	1,034	–	–	0.04%	74
2013 Q4	$52.8K	Buy	+1,034	New	+$53.9K	0.05%	47

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

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

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

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

EFG Asset Management (Americas)'s DEM Position: Q1 2017 in Review

EFG Asset Management (Americas) sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2017, closing a stake of 6,377 shares — an estimated $238K sold.

EFG Asset Management (Americas) first reported a position in DEM in Q4 2013 and held it in 8 quarters. The position peaked at $238K in Q4 2016. 188 funds tracked by Wall St. Rank hold DEM as of Q1 2017.

EFG Asset Management (Americas) reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2017 after selling out during the quarter.
EFG Asset Management (Americas) sold 6,377 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2017, an estimated $238K.
EFG Asset Management (Americas) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 8 quarters.
EFG Asset Management (Americas)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $238K in Q4 2016.
188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2017.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2017, filed 10 May 2017.