SGK
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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
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 $1.86B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return