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USCA RIA’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

USCA RIA’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
-7,043
Closed -$359K – 272
2013
Q4 		$359K Buy
7,043
+756
+12% +$39.4K 0.14% 176
2013
Q3 		$325K Buy
6,287
+1,427
+29% +$71.7K 0.15% 169
2013
Q2 		$235K Buy
+4,860
New +$261K 0.12% 192

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

USCA RIA's DEM Position: Q1 2014 in Review

USCA RIA sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2014, closing a stake of 7,043 shares — an estimated $359K sold.

USCA RIA first reported a position in DEM in Q2 2013 and held it in 3 quarters. The position peaked at $359K in Q4 2013. 259 funds tracked by Wall St. Rank hold DEM as of Q1 2014.

  • USCA RIA reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • USCA RIA sold 7,043 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2014, an estimated $359K.
  • USCA RIA first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 3 quarters.
  • USCA RIA's WisdomTree Emerging Markets High Dividend Fund position peaked at $359K in Q4 2013.
  • 259 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2014.

Based on USCA RIA's 13F filing for Q1 2014, filed 12 May 2014.