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Prentiss Smith & Co’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Prentiss Smith & Co’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
2018
Q1 		– Sell
-100
Closed -$5K – 281
2017
Q4 		$5K Buy
+100
New +$4.37K ﹤0.01% 251

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

Prentiss Smith & Co's DEM Position: Q1 2018 in Review

Prentiss Smith & Co sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

Prentiss Smith & Co first reported a position in DEM in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 252 funds tracked by Wall St. Rank hold DEM as of Q1 2018.

  • Prentiss Smith & Co reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2018 after selling out during the quarter.
  • Prentiss Smith & Co sold 100 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2018, an estimated $5K.
  • Prentiss Smith & Co first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 1 quarter.
  • Prentiss Smith & Co's WisdomTree Emerging Markets High Dividend Fund position peaked at $5K in Q4 2017.
  • 252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2018.

Based on Prentiss Smith & Co's 13F filing for Q1 2018, filed 20 Apr 2018.