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San Francisco Sentry Investment Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

San Francisco Sentry Investment Group’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
-200
Closed -$10K – 669
2013
Q4 		$10K Hold
200
– – ﹤0.01% 495
2013
Q3 		$10K Hold
200
– – ﹤0.01% 476
2013
Q2 		$10K Buy
+200
New +$10.7K ﹤0.01% 476

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

San Francisco Sentry Investment Group's DEM Position: Q1 2014 in Review

San Francisco Sentry Investment Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2014, closing a stake of 200 shares — an estimated $10K sold.

San Francisco Sentry Investment Group first reported a position in DEM in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q4 2013. 259 funds tracked by Wall St. Rank hold DEM as of Q1 2014.

  • San Francisco Sentry Investment Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 200 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2014, an estimated $10K.
  • San Francisco Sentry Investment Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 3 quarters.
  • San Francisco Sentry Investment Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $10K in Q4 2013.
  • 259 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2014.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2014, filed 22 Apr 2014.