Vontobel Swiss Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Vontobel Swiss Wealth 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
2015 Q1	–	Sell	-450	Closed	-$19K	–	56
2014 Q4	$19K	Buy	+450	New	+$20.4K	0.01%	90

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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 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

Vontobel Swiss Wealth Advisors's DEM Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2015, closing a stake of 450 shares — an estimated $19K sold.

Vontobel Swiss Wealth Advisors first reported a position in DEM in Q4 2014 and held it in 1 quarter. The position peaked at $19K in Q4 2014. 224 funds tracked by Wall St. Rank hold DEM as of Q1 2015.

Vontobel Swiss Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2015 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 450 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2015, an estimated $19K.
Vontobel Swiss Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2014 and held it in 1 quarter.
Vontobel Swiss Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $19K in Q4 2014.
224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.