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Windsor Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Windsor Capital Management’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
Q1 		– Sell
-240
Closed -$12K – 122
2013
Q4 		$12K Hold
240
– – 0.01% 310
2013
Q3 		$12K Hold
240
– – 0.01% 324
2013
Q2 		$12K Buy
+240
New +$12.9K 0.01% 312

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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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return

Windsor Capital Management's DEM Position: Q1 2014 in Review

Windsor Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2014, closing a stake of 240 shares — an estimated $12K sold.

Windsor Capital Management first reported a position in DEM in Q2 2013 and held it in 3 quarters. The position peaked at $12K in Q4 2013. 259 funds tracked by Wall St. Rank hold DEM as of Q1 2014.

  • Windsor Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2014 after selling out during the quarter.
  • Windsor Capital Management sold 240 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2014, an estimated $12K.
  • Windsor Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 3 quarters.
  • Windsor Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $12K in Q4 2013.
  • 259 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2014.

Based on Windsor Capital Management's 13F filing for Q1 2014, filed 28 Apr 2014.