PVH
DEM icon

Psagot Value Holdings’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Psagot Value Holdings’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
Q4 		– Sell
-1,800
Closed -$86K – 364
2014
Q3 		$86K Buy
1,800
+450
+33% +$23.4K ﹤0.01% 273
2014
Q2 		$70K Buy
+1,350
New +$68.4K ﹤0.01% 291

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Psagot Value Holdings's DEM Position: Q4 2014 in Review

Psagot Value Holdings sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2014, closing a stake of 1,800 shares — an estimated $86K sold.

Psagot Value Holdings first reported a position in DEM in Q2 2014 and held it in 2 quarters. The position peaked at $86K in Q3 2014. 231 funds tracked by Wall St. Rank hold DEM as of Q4 2014.

  • Psagot Value Holdings reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2014 after selling out during the quarter.
  • Psagot Value Holdings sold 1,800 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2014, an estimated $86K.
  • Psagot Value Holdings first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2014 and held it in 2 quarters.
  • Psagot Value Holdings's WisdomTree Emerging Markets High Dividend Fund position peaked at $86K in Q3 2014.
  • 231 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2014.

Based on Psagot Value Holdings's 13F filing for Q4 2014, filed 17 Feb 2015.