Gemmer Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Gemmer Asset Management’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
2022 Q2	–	Sell	-680	Closed	-$29K	–	354
2022 Q1	$29K	Buy	+680	New	+$30.2K	﹤0.01%	402
2014 Q3	–	Sell	-105	Closed	-$5K	–	1416
2014 Q2	$5K	Buy	105 +1	+1%	+$51	﹤0.01%	890
2014 Q1	$5K	Buy	+104	New	+$4.94K	﹤0.01%	861

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gemmer Asset Management's DEM Position: Q2 2022 in Review

Gemmer Asset Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2022, closing a stake of 680 shares — an estimated $29K sold.

Gemmer Asset Management first reported a position in DEM in Q1 2014 and held it in 3 quarters. The position peaked at $29K in Q1 2022. 253 funds tracked by Wall St. Rank hold DEM as of Q2 2022.

Gemmer Asset Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2022 after selling out during the quarter.
Gemmer Asset Management sold 680 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2022, an estimated $29K.
Gemmer Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2014 and held it in 3 quarters.
Gemmer Asset Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $29K in Q1 2022.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.