Financial Planning & Information Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Financial Planning & Information 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
2015 Q3	–	Sell	-5,137	Closed	-$223K	–	32
2015 Q2	$223K	Hold	5,137	–	–	0.13%	31
2015 Q1	$218K	Sell	5,137 -172	-3%	-$7.34K	0.14%	30
2014 Q4	$254K	Hold	5,309	–	–	0.18%	27
2014 Q3	$254K	Buy	5,309 +607	+13%	+$31.6K	0.18%	27
2014 Q2	$244K	Hold	4,702	–	–	0.16%	28
2014 Q1	$231K	Buy	+4,702	New	+$224K	0.16%	30

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

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

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

BCI

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

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

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

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

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

Pension Partners New York $72.6M AUM

Financial Planning & Information Services's DEM Position: Q3 2015 in Review

Financial Planning & Information Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2015, closing a stake of 5,137 shares — an estimated $223K sold.

Financial Planning & Information Services first reported a position in DEM in Q1 2014 and held it in 6 quarters. The position peaked at $254K in Q4 2014. 188 funds tracked by Wall St. Rank hold DEM as of Q3 2015.

Financial Planning & Information Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2015 after selling out during the quarter.
Financial Planning & Information Services sold 5,137 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2015, an estimated $223K.
Financial Planning & Information Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2014 and held it in 6 quarters.
Financial Planning & Information Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $254K in Q4 2014.
188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2015.

Based on Financial Planning & Information Services's 13F filing for Q3 2015, filed 24 May 2021.