Greenwich Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Greenwich Wealth 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
2014 Q4	–	Sell	-4,334	Closed	-$207K	–	171
2014 Q3	$207K	Hold	4,334	–	–	0.01%	164
2014 Q2	$225K	Buy	4,334 +34	+0.8%	+$1.72K	0.01%	152
2014 Q1	$211K	Hold	4,300	–	–	0.01%	150
2013 Q4	$219K	Hold	4,300	–	–	0.02%	156
2013 Q3	$222K	Hold	4,300	–	–	0.02%	148
2013 Q2	$208K	Buy	+4,300	New	+$231K	0.02%	140

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Greenwich Wealth Management's DEM Position: Q4 2014 in Review

Greenwich Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2014, closing a stake of 4,334 shares — an estimated $207K sold.

Greenwich Wealth Management first reported a position in DEM in Q2 2013 and held it in 6 quarters. The position peaked at $225K in Q2 2014. 231 funds tracked by Wall St. Rank hold DEM as of Q4 2014.

Greenwich Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2014 after selling out during the quarter.
Greenwich Wealth Management sold 4,334 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2014, an estimated $207K.
Greenwich Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 6 quarters.
Greenwich Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $225K in Q2 2014.
231 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2014.

Based on Greenwich Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.