Genovese Burford & Brothers Wealth & Retirement Plan Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2017 Q1	–	Sell	-100	Closed	-$4K	–	447
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	401
2016 Q3	$3K	Hold	100	–	–	﹤0.01%	368
2016 Q2	$3K	Hold	100	–	–	﹤0.01%	345
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	328
2015 Q4	$3K	Buy	+100	New	+$3.43K	﹤0.01%	325

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's DEM Position: Q1 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2017, closing a stake of 100 shares — an estimated $4K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in DEM in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2016. 188 funds tracked by Wall St. Rank hold DEM as of Q1 2017.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2017 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 100 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2017, an estimated $4K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2015 and held it in 5 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $4K in Q4 2016.
188 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2017, filed 28 Apr 2017.