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

Gupta 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
2016 Q1	–	Sell	-300	Closed	-$9K	–	1169
2015 Q4	$9K	Hold	300	–	–	﹤0.01%	905
2015 Q3	$10K	Sell	300 -1,036	-78%	-$39.3K	﹤0.01%	903
2015 Q2	$58K	Buy	1,336 +1,036	+345%	+$47.4K	0.01%	439
2015 Q1	$13K	Buy	+300	New	+$12.8K	﹤0.01%	702

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Gupta Wealth Management's DEM Position: Q1 2016 in Review

Gupta Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2016, closing a stake of 300 shares — an estimated $9K sold.

Gupta Wealth Management first reported a position in DEM in Q1 2015 and held it in 4 quarters. The position peaked at $58K in Q2 2015. 180 funds tracked by Wall St. Rank hold DEM as of Q1 2016.

Gupta Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 300 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2016, an estimated $9K.
Gupta Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2015 and held it in 4 quarters.
Gupta Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $58K in Q2 2015.
180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.