US Financial Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

US Financial Advisors’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
2016 Q2	–	Sell	-110	Closed	-$4K	–	120
2016 Q1	$4K	Hold	110	–	–	0.01%	267
2015 Q4	$3K	Hold	110	–	–	﹤0.01%	419
2015 Q3	$4K	Hold	110	–	–	0.01%	321
2015 Q2	$5K	Sell	110 -100	-48%	-$4.58K	﹤0.01%	282
2015 Q1	$9K	Hold	210	–	–	0.01%	270
2014 Q4	$9K	Buy	+210	New	+$9.54K	0.01%	248

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

US Financial Advisors's DEM Position: Q2 2016 in Review

US Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2016, closing a stake of 110 shares — an estimated $4K sold.

US Financial Advisors first reported a position in DEM in Q4 2014 and held it in 6 quarters. The position peaked at $9K in Q1 2015. 180 funds tracked by Wall St. Rank hold DEM as of Q2 2016.

US Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 110 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2016, an estimated $4K.
US Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2014 and held it in 6 quarters.
US Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $9K in Q1 2015.
180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.