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Genesis Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Genesis Wealth Advisors’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
Q2 		$2.75M Buy
63,271
+5,619
+10% +$257K 2.23% 14
2015
Q1 		$2.49M Buy
57,652
+51,622
+856% +$2.2M 2.07% 15
2014
Q4 		$266K Buy
+6,030
New +$274K 0.21% 55

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Genesis Wealth Advisors's DEM Position: Q2 2015 in Review

Genesis Wealth Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 9.7% in Q2 2015, buying an estimated $257K and bringing the position to 63,271 shares worth $2.75M. The position accounts for 2.23% of the portfolio, ranked #14.

Genesis Wealth Advisors first reported a position in DEM in Q4 2014 and has held it in 3 quarters since. 218 funds tracked by Wall St. Rank hold DEM as of Q2 2015.

  • Genesis Wealth Advisors held 63,271 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.75M as of Q2 2015.
  • Genesis Wealth Advisors bought 5,619 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2015, an estimated $257K.
  • WisdomTree Emerging Markets High Dividend Fund made up 2.23% of Genesis Wealth Advisors's portfolio in Q2 2015, its #14 holding.
  • Genesis Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2014 and has held it in 3 quarters since.
  • 218 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.