Polaris Wealth Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Polaris Wealth Advisory 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
2016 Q2	–	Sell	-17,960	Closed	-$626K	–	109
2016 Q1	$626K	Sell	17,960 -28,941	-62%	-$905K	0.1%	62
2015 Q4	$1.48M	Buy	+46,901	New	+$1.61M	0.24%	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

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

Polaris Wealth Advisory Group's DEM Position: Q2 2016 in Review

Polaris Wealth Advisory Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2016, closing a stake of 17,960 shares — an estimated $626K sold.

Polaris Wealth Advisory Group first reported a position in DEM in Q4 2015 and held it in 2 quarters. The position peaked at $1.48M in Q4 2015. 180 funds tracked by Wall St. Rank hold DEM as of Q2 2016.

Polaris Wealth Advisory Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2016 after selling out during the quarter.
Polaris Wealth Advisory Group sold 17,960 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2016, an estimated $626K.
Polaris Wealth Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2015 and held it in 2 quarters.
Polaris Wealth Advisory Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.48M in Q4 2015.
180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2016, filed 2 Aug 2016.