MWP
DEM icon

MYCIO Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

MYCIO Wealth Partners’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
Q2 		– Sell
-1,482
Closed -$73K – 636
2014
Q1 		$73K Buy
1,482
+290
+24% +$13.8K 0.02% 217
2013
Q4 		$61K Hold
1,192
– – 0.02% 231
2013
Q3 		$62K Sell
1,192
-250
-17% -$12.6K 0.02% 215
2013
Q2 		$70K Buy
+1,442
New +$77.3K 0.02% 198

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AI
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

MYCIO Wealth Partners's DEM Position: Q2 2014 in Review

MYCIO Wealth Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2014, closing a stake of 1,482 shares — an estimated $73K sold.

MYCIO Wealth Partners first reported a position in DEM in Q2 2013 and held it in 4 quarters. The position peaked at $73K in Q1 2014. 252 funds tracked by Wall St. Rank hold DEM as of Q2 2014.

  • MYCIO Wealth Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,482 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2014, an estimated $73K.
  • MYCIO Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 4 quarters.
  • MYCIO Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $73K in Q1 2014.
  • 252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2014.

Based on MYCIO Wealth Partners's 13F filing for Q2 2014, filed 11 Aug 2014.