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Parsec Financial Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Parsec Financial 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
2013
Q3 		– Sell
-42,054
Closed -$2.03M – 132
2013
Q2 		$2.03M Buy
+42,054
New +$2.26M 0.28% 79

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Parsec Financial Management's DEM Position: Q3 2013 in Review

Parsec Financial Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2013, closing a stake of 42,054 shares — an estimated $2.03M sold.

Parsec Financial Management first reported a position in DEM in Q2 2013 and held it in 1 quarter. The position peaked at $2.03M in Q2 2013. 250 funds tracked by Wall St. Rank hold DEM as of Q3 2013.

  • Parsec Financial Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2013 after selling out during the quarter.
  • Parsec Financial Management sold 42,054 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2013, an estimated $2.03M.
  • Parsec Financial Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 1 quarter.
  • Parsec Financial Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.03M in Q2 2013.
  • 250 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2013.

Based on Parsec Financial Management's 13F filing for Q3 2013, filed 1 Nov 2013.