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Premier Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Premier Asset 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
2014
Q1 		– Sell
-13,735
Closed -$700K – 98
2013
Q4 		$700K Sell
13,735
-4,170
-23% -$217K 0.19% 48
2013
Q3 		$925K Buy
+17,905
New +$900K 0.27% 39

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AI
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Premier Asset Management's DEM Position: Q1 2014 in Review

Premier Asset Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2014, closing a stake of 13,735 shares — an estimated $700K sold.

Premier Asset Management first reported a position in DEM in Q3 2013 and held it in 2 quarters. The position peaked at $925K in Q3 2013. 259 funds tracked by Wall St. Rank hold DEM as of Q1 2014.

  • Premier Asset Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Premier Asset Management sold 13,735 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2014, an estimated $700K.
  • Premier Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2013 and held it in 2 quarters.
  • Premier Asset Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $925K in Q3 2013.
  • 259 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2014.

Based on Premier Asset Management's 13F filing for Q1 2014, filed 9 Apr 2014.