Essex Financial Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Essex Financial Services’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
2014 Q3	–	Sell	-4,280	Closed	-$222K	–	301
2014 Q2	$222K	Sell	4,280 -500	-10%	-$25.3K	0.07%	272
2014 Q1	$235K	Hold	4,780	–	–	0.08%	245
2013 Q4	$244K	Hold	4,780	–	–	0.08%	233
2013 Q3	$247	Buy	4,780 +200	+4%	+$10.1K	0.08%	216
2013 Q2	$221K	Buy	+4,580	New	+$246K	0.08%	233

Other funds holding DEM

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

BCI

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

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Essex Financial Services's DEM Position: Q3 2014 in Review

Essex Financial Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2014, closing a stake of 4,280 shares — an estimated $222K sold.

Essex Financial Services first reported a position in DEM in Q2 2013 and held it in 5 quarters. The position peaked at $244K in Q4 2013. 252 funds tracked by Wall St. Rank hold DEM as of Q3 2014.

Essex Financial Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2014 after selling out during the quarter.
Essex Financial Services sold 4,280 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2014, an estimated $222K.
Essex Financial Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 5 quarters.
Essex Financial Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $244K in Q4 2013.
252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2014.

Based on Essex Financial Services's 13F filing for Q3 2014, filed 31 Oct 2014.