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

WealthTrust Fairport’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
Q3 		– Sell
-50
Closed -$3K – 379
2014
Q2 		$3K Buy
+50
New +$2.53K ﹤0.01% 283

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

WealthTrust Fairport's DEM Position: Q3 2014 in Review

WealthTrust Fairport sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2014, closing a stake of 50 shares — an estimated $3K sold.

WealthTrust Fairport first reported a position in DEM in Q2 2014 and held it in 1 quarter. The position peaked at $3K in Q2 2014. 252 funds tracked by Wall St. Rank hold DEM as of Q3 2014.

  • WealthTrust Fairport reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2014 after selling out during the quarter.
  • WealthTrust Fairport sold 50 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2014, an estimated $3K.
  • WealthTrust Fairport first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2014 and held it in 1 quarter.
  • WealthTrust Fairport's WisdomTree Emerging Markets High Dividend Fund position peaked at $3K in Q2 2014.
  • 252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2014.

Based on WealthTrust Fairport's 13F filing for Q3 2014, filed 13 Nov 2014.