Parasol Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Parasol Investment 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
2015 Q1	–	Sell	-1,300	Closed	-$55K	–	272
2014 Q4	$55K	Hold	1,300	–	–	0.04%	108
2014 Q3	$62K	Hold	1,300	–	–	0.04%	93
2014 Q2	$67K	Buy	1,300 +300	+30%	+$15.2K	0.05%	90
2014 Q1	$49K	Sell	1,000 -700	-41%	-$33.3K	0.03%	89
2013 Q4	$87K	Buy	+1,700	New	+$88.5K	0.06%	53

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Parasol Investment Management's DEM Position: Q1 2015 in Review

Parasol Investment Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2015, closing a stake of 1,300 shares — an estimated $55K sold.

Parasol Investment Management first reported a position in DEM in Q4 2013 and held it in 5 quarters. The position peaked at $87K in Q4 2013. 224 funds tracked by Wall St. Rank hold DEM as of Q1 2015.

Parasol Investment Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2015 after selling out during the quarter.
Parasol Investment Management sold 1,300 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2015, an estimated $55K.
Parasol Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 5 quarters.
Parasol Investment Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $87K in Q4 2013.
224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2015.

Based on Parasol Investment Management's 13F filing for Q1 2015, filed 15 May 2015.