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OTA Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

OTA Financial Group’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 		$691K Sell
14,091
-4,709
-25% -$224K 0.66% 31
2013
Q4 		$959 Buy
+18,800
New +$979K 0.6% 24

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

OTA Financial Group's DEM Position: Q1 2014 in Review

OTA Financial Group reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 25% in Q1 2014, selling an estimated $224K and leaving 14,091 shares worth $691K. The position accounts for 0.66% of the portfolio, ranked #31.

OTA Financial Group first reported a position in DEM in Q4 2013 and has held it in 2 quarters since. 259 funds tracked by Wall St. Rank hold DEM as of Q1 2014.

  • OTA Financial Group held 14,091 shares of WisdomTree Emerging Markets High Dividend Fund worth $691K as of Q1 2014.
  • OTA Financial Group sold 4,709 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2014, an estimated $224K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.66% of OTA Financial Group's portfolio in Q1 2014, its #31 holding.
  • OTA Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and has held it in 2 quarters since.
  • 259 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2014.

Based on OTA Financial Group's 13F filing for Q1 2014, filed 30 Apr 2014.