Fusion Investment Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Fusion Investment Group’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 Q4	–	Sell	-3,158	Closed	-$106K	–	90
2015 Q3	$106K	Sell	3,158 -24,523	-89%	-$930K	0.25%	86
2015 Q2	$1.2M	Buy	27,681 +8,348	+43%	+$382K	0.93%	19
2015 Q1	$822K	Buy	19,333 +1,475	+8%	+$63K	0.66%	33
2014 Q4	$753K	Sell	17,858 -9,035	-34%	-$410K	0.64%	33
2014 Q3	$1.28M	Sell	26,893 -23	-0.1%	-$1.2K	1.11%	13
2014 Q2	$1.4M	Buy	26,916 +460	+2%	+$23.3K	1.2%	12
2014 Q1	$1.3M	Buy	26,456 +2,296	+10%	+$109K	1.32%	11
2013 Q4	$1.23M	Buy	+24,160	New	+$1.26M	0.91%	31

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

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

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

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Fusion Investment Group's DEM Position: Q4 2015 in Review

Fusion Investment Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2015, closing a stake of 3,158 shares — an estimated $106K sold.

Fusion Investment Group first reported a position in DEM in Q4 2013 and held it in 8 quarters. The position peaked at $1.4M in Q2 2014. 186 funds tracked by Wall St. Rank hold DEM as of Q4 2015.

Fusion Investment Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 3,158 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2015, an estimated $106K.
Fusion Investment Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 8 quarters.
Fusion Investment Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.4M in Q2 2014.
186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.