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

Wealthfront’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
Q2 		– Sell
-104
Closed -$4K – 1301
2015
Q1 		$4K Sell
104
-156
-60% -$6.66K ﹤0.01% 833
2014
Q4 		$11K Buy
+260
New +$11.8K ﹤0.01% 567

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Wealthfront's DEM Position: Q2 2015 in Review

Wealthfront sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2015, closing a stake of 104 shares — an estimated $4K sold.

Wealthfront first reported a position in DEM in Q4 2014 and held it in 2 quarters. The position peaked at $11K in Q4 2014. 218 funds tracked by Wall St. Rank hold DEM as of Q2 2015.

  • Wealthfront reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 104 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2015, an estimated $4K.
  • Wealthfront first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2014 and held it in 2 quarters.
  • Wealthfront's WisdomTree Emerging Markets High Dividend Fund position peaked at $11K in Q4 2014.
  • 218 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.