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

First Personal 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
2015
Q1 		– Sell
-141
Closed -$5K – 587
2014
Q4 		$5K Buy
+141
New +$6.4K ﹤0.01% 295

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Goldman Sachs
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AI
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UBS Group
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BCI
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Creative Planning
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UCFA
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First Personal Financial Services's DEM Position: Q1 2015 in Review

First Personal Financial Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2015, closing a stake of 141 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in DEM in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 224 funds tracked by Wall St. Rank hold DEM as of Q1 2015.

  • First Personal Financial Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • First Personal Financial Services sold 141 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2015, an estimated $5K.
  • First Personal Financial Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2014 and held it in 1 quarter.
  • First Personal Financial Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $5K in Q4 2014.
  • 224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2015.

Based on First Personal Financial Services's 13F filing for Q1 2015, filed 4 May 2015.