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FineMark National Bank & Trust’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

FineMark National Bank & Trust’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
Q1 		– Sell
-3,820
Closed -$195K – 1434
2013
Q4 		$195K Buy
3,820
+295
+8% +$15.4K 0.04% 313
2013
Q3 		$182K Hold
3,525
– – 0.05% 317
2013
Q2 		$170K Buy
+3,525
New +$189K 0.05% 295

Other funds holding DEM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

FineMark National Bank & Trust's DEM Position: Q1 2014 in Review

FineMark National Bank & Trust sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2014, closing a stake of 3,820 shares — an estimated $195K sold.

FineMark National Bank & Trust first reported a position in DEM in Q2 2013 and held it in 3 quarters. The position peaked at $195K in Q4 2013. 259 funds tracked by Wall St. Rank hold DEM as of Q1 2014.

  • FineMark National Bank & Trust reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • FineMark National Bank & Trust sold 3,820 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2014, an estimated $195K.
  • FineMark National Bank & Trust first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 3 quarters.
  • FineMark National Bank & Trust's WisdomTree Emerging Markets High Dividend Fund position peaked at $195K in Q4 2013.
  • 259 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2014.

Based on FineMark National Bank & Trust's 13F filing for Q1 2014, filed 13 May 2014.