McAdams Wright Ragen’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

McAdams Wright Ragen’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 Q1	–	Sell	-5,327	Closed	-$271K	–	376
2013 Q4	$271K	Buy	5,327 +14	+0.3%	+$729	0.02%	302
2013 Q3	$275K	Buy	+5,313	New	+$267K	0.02%	279

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

McAdams Wright Ragen's DEM Position: Q1 2014 in Review

McAdams Wright Ragen sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2014, closing a stake of 5,327 shares — an estimated $271K sold.

McAdams Wright Ragen first reported a position in DEM in Q3 2013 and held it in 2 quarters. The position peaked at $275K in Q3 2013. 259 funds tracked by Wall St. Rank hold DEM as of Q1 2014.

McAdams Wright Ragen reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2014 after selling out during the quarter.
McAdams Wright Ragen sold 5,327 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2014, an estimated $271K.
McAdams Wright Ragen first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2013 and held it in 2 quarters.
McAdams Wright Ragen's WisdomTree Emerging Markets High Dividend Fund position peaked at $275K in Q3 2013.
259 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2014.

Based on McAdams Wright Ragen's 13F filing for Q1 2014, filed 6 May 2014.