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RegentAtlantic Capital’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-300
Closed -$12.6K – 490
2014
Q4 		$12.6K Buy
+300
New +$13.6K ﹤0.01% 855

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

RegentAtlantic Capital's DEM Position: Q1 2015 in Review

RegentAtlantic Capital sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2015, closing a stake of 300 shares — an estimated $12.6K sold.

RegentAtlantic Capital first reported a position in DEM in Q4 2014 and held it in 1 quarter. The position peaked at $12.6K in Q4 2014. 224 funds tracked by Wall St. Rank hold DEM as of Q1 2015.

  • RegentAtlantic Capital reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 300 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2015, an estimated $12.6K.
  • RegentAtlantic Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's WisdomTree Emerging Markets High Dividend Fund position peaked at $12.6K in Q4 2014.
  • 224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.