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

Founders 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
Q3 		– Sell
-619
Closed -$32K – 355
2014
Q2 		$32K Buy
619
+443
+252% +$22.4K 0.02% 196
2014
Q1 		$9K Buy
176
+5
+3% +$238 0.01% 296
2013
Q4 		$8K Hold
171
– – ﹤0.01% 319
2013
Q3 		$9K Hold
171
– – ﹤0.01% 273
2013
Q2 		$8K Buy
+171
New +$9.17K ﹤0.01% 264

Other funds holding DEM

Morgan Stanley
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
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
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Founders Bank & Trust's DEM Position: Q3 2014 in Review

Founders Bank & Trust sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2014, closing a stake of 619 shares — an estimated $32K sold.

Founders Bank & Trust first reported a position in DEM in Q2 2013 and held it in 5 quarters. The position peaked at $32K in Q2 2014. 252 funds tracked by Wall St. Rank hold DEM as of Q3 2014.

  • Founders Bank & Trust reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 619 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2014, an estimated $32K.
  • Founders Bank & Trust first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 5 quarters.
  • Founders Bank & Trust's WisdomTree Emerging Markets High Dividend Fund position peaked at $32K in Q2 2014.
  • 252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2014.

Based on Founders Bank & Trust's 13F filing for Q3 2014, filed 4 Nov 2014.