Plante Moran Financial Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Plante Moran Financial 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
2014 Q2	–	Sell	-273	Closed	-$13K	–	831
2014 Q1	$13K	Hold	273	–	–	0.01%	309
2013 Q4	$14K	Buy	+273	New	+$14.2K	0.01%	396

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Plante Moran Financial Advisors's DEM Position: Q2 2014 in Review

Plante Moran Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2014, closing a stake of 273 shares — an estimated $13K sold.

Plante Moran Financial Advisors first reported a position in DEM in Q4 2013 and held it in 2 quarters. The position peaked at $14K in Q4 2013. 252 funds tracked by Wall St. Rank hold DEM as of Q2 2014.

Plante Moran Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2014 after selling out during the quarter.
Plante Moran Financial Advisors sold 273 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2014, an estimated $13K.
Plante Moran Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 2 quarters.
Plante Moran Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $14K in Q4 2013.
252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2014, filed 28 Jul 2014.