Steigerwald Gordon & Koch’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Steigerwald Gordon & Koch’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	-81,999	Closed	-$3.88M	–	54
2014 Q3	$3.88M	Sell	81,999 -239	-0.3%	-$12.4K	2.03%	30
2014 Q2	$4.22M	Sell	82,238 -2,255	-3%	-$114K	2.25%	30
2014 Q1	$4.1M	Sell	84,493 -529	-0.6%	-$25.1K	2.35%	29
2013 Q4	$4.29M	Buy	85,022 +2,642	+3%	+$138K	2.56%	28
2013 Q3	$4.21M	Buy	82,380 +3,179	+4%	+$160K	2.75%	24
2013 Q2	$3.79M	Buy	+79,201	New	+$4.25M	2.68%	22

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Steigerwald Gordon & Koch's DEM Position: Q4 2014 in Review

Steigerwald Gordon & Koch sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2014, closing a stake of 81,999 shares — an estimated $3.88M sold.

Steigerwald Gordon & Koch first reported a position in DEM in Q2 2013 and held it in 6 quarters. The position peaked at $4.29M in Q4 2013. 231 funds tracked by Wall St. Rank hold DEM as of Q4 2014.

Steigerwald Gordon & Koch reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2014 after selling out during the quarter.
Steigerwald Gordon & Koch sold 81,999 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2014, an estimated $3.88M.
Steigerwald Gordon & Koch first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 6 quarters.
Steigerwald Gordon & Koch's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.29M in Q4 2013.
231 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2014.

Based on Steigerwald Gordon & Koch's 13F filing for Q4 2014, filed 13 Sep 2018.