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United Services Automobile Association’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

United Services Automobile Association’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
2018
Q3 		– Sell
-10,704
Closed -$459K – 2321
2018
Q2 		$459K Hold
10,704
– – ﹤0.01% 1718
2018
Q1 		$512K Hold
10,704
– – ﹤0.01% 1685
2017
Q4 		$485K Hold
10,704
– – ﹤0.01% 1393
2017
Q3 		$460K Sell
10,704
-800
-7% -$34.5K ﹤0.01% 1346
2017
Q2 		$472K Hold
11,504
– – ﹤0.01% 1324
2017
Q1 		$470K Hold
11,504
– – ﹤0.01% 1221
2016
Q4 		$430K Sell
11,504
-215,659
-95% -$8.05M ﹤0.01% 1240
2016
Q3 		$8.54M Hold
227,163
– – 0.03% 560
2016
Q2 		$8.05M Hold
227,163
– – 0.03% 559
2016
Q1 		$7.91M Sell
227,163
-66,300
-23% -$2.07M 0.03% 555
2015
Q4 		$9.29M Sell
293,463
-35,200
-11% -$1.21M 0.03% 497
2015
Q3 		$11M Hold
328,663
– – 0.04% 424
2015
Q2 		$14.3M Hold
328,663
– – 0.05% 392
2015
Q1 		$14M Sell
328,663
-14,324
-4% -$612K 0.05% 396
2014
Q4 		$14.5M Hold
342,987
– – 0.05% 381
2014
Q3 		$16.4M Hold
342,987
– – 0.06% 334
2014
Q2 		$17.8M Hold
342,987
– – 0.07% 320
2014
Q1 		$16.8M Hold
342,987
– – 0.07% 320
2013
Q4 		$17.5M Hold
342,987
– – 0.07% 300
2013
Q3 		$17.7M Buy
342,987
+302,987
+757% +$15.2M 0.08% 280
2013
Q2 		$1.93M Buy
+40,000
New +$2.15M 0.01% 882

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

United Services Automobile Association's DEM Position: Q3 2018 in Review

United Services Automobile Association sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2018, closing a stake of 10,704 shares — an estimated $459K sold.

United Services Automobile Association first reported a position in DEM in Q2 2013 and held it in 21 quarters. The position peaked at $17.8M in Q2 2014. 244 funds tracked by Wall St. Rank hold DEM as of Q3 2018.

  • United Services Automobile Association reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • United Services Automobile Association sold 10,704 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2018, an estimated $459K.
  • United Services Automobile Association first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 21 quarters.
  • United Services Automobile Association's WisdomTree Emerging Markets High Dividend Fund position peaked at $17.8M in Q2 2014.
  • 244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2018.

Based on United Services Automobile Association's 13F filing for Q3 2018, filed 13 Nov 2018.