Robert N. Shapiro’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Robert N. Shapiro’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	$20K	Hold	471	–	–	﹤0.01%	620
2014 Q3	$23K	Hold	471	–	–	﹤0.01%	612
2014 Q2	$24K	Hold	471	–	–	﹤0.01%	570
2014 Q1	$23K	Hold	471	–	–	﹤0.01%	568
2013 Q4	$24K	Hold	471	–	–	﹤0.01%	571
2013 Q3	$24K	Hold	471	–	–	﹤0.01%	760
2013 Q2	$23K	Buy	+471	New	+$25.3K	﹤0.01%	710

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Robert N. Shapiro's DEM Position: Q4 2014 in Review

Robert N. Shapiro held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q4 2014 at 471 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Robert N. Shapiro first reported a position in DEM in Q2 2013 and has held it in 7 quarters since. The position peaked at $24K in Q2 2014. 231 funds tracked by Wall St. Rank hold DEM as of Q4 2014.

Robert N. Shapiro held 471 shares of WisdomTree Emerging Markets High Dividend Fund worth $20K as of Q4 2014.
Robert N. Shapiro left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q4 2014.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #620 holding.
Robert N. Shapiro first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 7 quarters since.
Robert N. Shapiro's WisdomTree Emerging Markets High Dividend Fund position peaked at $24K in Q2 2014.
231 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.