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Excelsia Inc’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Excelsia Inc’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
2013
Q3 		– Sell
-147,853
Closed -$7.15M – 39
2013
Q2 		$7.15M Buy
+147,853
New +$7.93M 6.98% 2

Other funds holding DEM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Excelsia Inc's DEM Position: Q3 2013 in Review

Excelsia Inc sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2013, closing a stake of 147,853 shares — an estimated $7.15M sold.

Excelsia Inc first reported a position in DEM in Q2 2013 and held it in 1 quarter. The position peaked at $7.15M in Q2 2013. 250 funds tracked by Wall St. Rank hold DEM as of Q3 2013.

  • Excelsia Inc reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Excelsia Inc sold 147,853 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2013, an estimated $7.15M.
  • Excelsia Inc first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Excelsia Inc's WisdomTree Emerging Markets High Dividend Fund position peaked at $7.15M in Q2 2013.
  • 250 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2013.

Based on Excelsia Inc's 13F filing for Q3 2013, filed 28 Oct 2013.