Peachtree Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Peachtree Investment Advisors’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
2016 Q2	–	Sell	-5,816	Closed	-$203K	–	89
2016 Q1	$203K	Sell	5,816 -875	-13%	-$27.4K	0.2%	88
2015 Q4	$212K	Sell	6,691 -243	-4%	-$8.34K	0.22%	91
2015 Q3	$232K	Sell	6,934 -1,190	-15%	-$45.1K	0.24%	95
2015 Q2	$353K	Sell	8,124 -1,860	-19%	-$85.1K	0.26%	95
2015 Q1	$424K	Sell	9,984 -4,060	-29%	-$173K	0.3%	85
2014 Q4	$572K	Sell	14,044 -4,095	-23%	-$186K	0.38%	75
2014 Q3	$867K	Buy	18,139 +2,790	+18%	+$145K	0.58%	49
2014 Q2	$796K	Buy	15,349 +466	+3%	+$23.6K	0.53%	55
2014 Q1	$730K	Sell	14,883 -223	-1%	-$10.6K	0.5%	59
2013 Q4	$771K	Buy	+15,106	New	+$787K	0.53%	56

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCI

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

Peachtree Investment Advisors's DEM Position: Q2 2016 in Review

Peachtree Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2016, closing a stake of 5,816 shares — an estimated $203K sold.

Peachtree Investment Advisors first reported a position in DEM in Q4 2013 and held it in 10 quarters. The position peaked at $867K in Q3 2014. 180 funds tracked by Wall St. Rank hold DEM as of Q2 2016.

Peachtree Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2016 after selling out during the quarter.
Peachtree Investment Advisors sold 5,816 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2016, an estimated $203K.
Peachtree Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 10 quarters.
Peachtree Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $867K in Q3 2014.
180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2016.

Based on Peachtree Investment Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.