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National Planning Corporation’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

National Planning Corporation’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
2017
Q3 		– Sell
-7,281
Closed -$300K – 721
2017
Q2 		$300K Sell
7,281
-1,461
-17% -$59.9K 0.02% 559
2017
Q1 		$360K Sell
8,742
-890
-9% -$35.5K 0.03% 469
2016
Q4 		$379K Sell
9,632
-449
-4% -$16.8K 0.03% 438
2016
Q3 		$382K Buy
10,081
+4,367
+76% +$165K 0.03% 420
2016
Q2 		$213K Sell
5,714
-236
-4% -$8.16K 0.02% 586
2016
Q1 		$202K Buy
+5,950
New +$186K 0.02% 575
2015
Q4 		– Sell
-5,883
Closed -$213K – 737
2015
Q3 		$213K Sell
5,883
-210
-3% -$7.96K 0.02% 545
2015
Q2 		$237K Sell
6,093
-490
-7% -$22.4K 0.02% 534
2015
Q1 		$314K Sell
6,583
-6,352
-49% -$271K 0.03% 477
2014
Q4 		$545K Sell
12,935
-2,811
-18% -$128K 0.04% 379
2014
Q3 		$746K Sell
15,746
-4,263
-21% -$222K 0.06% 311
2014
Q2 		$1.04M Sell
20,009
-818
-4% -$41.4K 0.08% 240
2014
Q1 		$1.03M Sell
20,827
-52
-0.2% -$2.47K 0.09% 225
2013
Q4 		$1.07M Sell
20,879
-7,739
-27% -$403K 0.1% 220
2013
Q3 		$1.51M Buy
28,618
+8,667
+43% +$436K 0.15% 157
2013
Q2 		$965K Buy
+19,951
New +$1.07M 0.12% 183

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

National Planning Corporation's DEM Position: Q3 2017 in Review

National Planning Corporation sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2017, closing a stake of 7,281 shares — an estimated $300K sold.

National Planning Corporation first reported a position in DEM in Q2 2013 and held it in 16 quarters. The position peaked at $1.51M in Q3 2013. 191 funds tracked by Wall St. Rank hold DEM as of Q3 2017.

  • National Planning Corporation reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • National Planning Corporation sold 7,281 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2017, an estimated $300K.
  • National Planning Corporation first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 16 quarters.
  • National Planning Corporation's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.51M in Q3 2013.
  • 191 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2017.

Based on National Planning Corporation's 13F filing for Q3 2017, filed 13 Nov 2017.