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Valley National Advisers’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Valley National Advisers’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
2015
Q1 		– Sell
-2,197
Closed -$112K – 579
2014
Q4 		$112K Buy
+2,197
New +$99.8K 0.08% 123

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Valley National Advisers's DEM Position: Q1 2015 in Review

Valley National Advisers sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2015, closing a stake of 2,197 shares — an estimated $112K sold.

Valley National Advisers first reported a position in DEM in Q4 2014 and held it in 1 quarter. The position peaked at $112K in Q4 2014. 224 funds tracked by Wall St. Rank hold DEM as of Q1 2015.

  • Valley National Advisers reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2015 after selling out during the quarter.
  • Valley National Advisers sold 2,197 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2015, an estimated $112K.
  • Valley National Advisers first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2014 and held it in 1 quarter.
  • Valley National Advisers's WisdomTree Emerging Markets High Dividend Fund position peaked at $112K in Q4 2014.
  • 224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2015.

Based on Valley National Advisers's 13F filing for Q1 2015, filed 1 May 2015.