WFG
DEM icon

Wills Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wills Financial Group’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
Q2 		– Sell
-4,590
Closed -$225K – 81
2014
Q1 		$225K Sell
4,590
-1,108
-19% -$52.7K 0.21% 64
2013
Q4 		$290K Buy
+5,698
New +$297K 0.3% 56

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wills Financial Group's DEM Position: Q2 2014 in Review

Wills Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2014, closing a stake of 4,590 shares — an estimated $225K sold.

Wills Financial Group first reported a position in DEM in Q4 2013 and held it in 2 quarters. The position peaked at $290K in Q4 2013. 252 funds tracked by Wall St. Rank hold DEM as of Q2 2014.

  • Wills Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2014 after selling out during the quarter.
  • Wills Financial Group sold 4,590 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2014, an estimated $225K.
  • Wills Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 2 quarters.
  • Wills Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $290K in Q4 2013.
  • 252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2014.

Based on Wills Financial Group's 13F filing for Q2 2014, filed 12 Aug 2014.