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Greenwood Capital Associates’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Greenwood Capital Associates’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
2016
Q4 		– Sell
-6,950
Closed -$261K – 190
2016
Q3 		$261K Buy
6,950
+35
+0.5% +$1.32K 0.08% 131
2016
Q2 		$245K Buy
+6,915
New +$239K 0.08% 141

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Greenwood Capital Associates's DEM Position: Q4 2016 in Review

Greenwood Capital Associates sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2016, closing a stake of 6,950 shares — an estimated $261K sold.

Greenwood Capital Associates first reported a position in DEM in Q2 2016 and held it in 2 quarters. The position peaked at $261K in Q3 2016. 191 funds tracked by Wall St. Rank hold DEM as of Q4 2016.

  • Greenwood Capital Associates reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Greenwood Capital Associates sold 6,950 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2016, an estimated $261K.
  • Greenwood Capital Associates first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2016 and held it in 2 quarters.
  • Greenwood Capital Associates's WisdomTree Emerging Markets High Dividend Fund position peaked at $261K in Q3 2016.
  • 191 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2016.

Based on Greenwood Capital Associates's 13F filing for Q4 2016, filed 13 Feb 2017.