Winslow Evans & Crocker’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Winslow Evans & Crocker’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 Q4	–	Sell	-2,000	Closed	-$95.6K	–	1321
2014 Q3	$95.6K	Hold	2,000	–	–	0.03%	428
2014 Q2	$104K	Buy	2,000 +800	+67%	+$40.5K	0.03%	355
2014 Q1	$58.9K	Hold	1,200	–	–	0.02%	456
2013 Q4	$61K	Buy	+1,200	New	+$62.5K	0.02%	481

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Winslow Evans & Crocker's DEM Position: Q4 2014 in Review

Winslow Evans & Crocker sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2014, closing a stake of 2,000 shares — an estimated $95.6K sold.

Winslow Evans & Crocker first reported a position in DEM in Q4 2013 and held it in 4 quarters. The position peaked at $104K in Q2 2014. 231 funds tracked by Wall St. Rank hold DEM as of Q4 2014.

Winslow Evans & Crocker reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2014 after selling out during the quarter.
Winslow Evans & Crocker sold 2,000 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2014, an estimated $95.6K.
Winslow Evans & Crocker first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 4 quarters.
Winslow Evans & Crocker's WisdomTree Emerging Markets High Dividend Fund position peaked at $104K in Q2 2014.
231 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2014.

Based on Winslow Evans & Crocker's 13F filing for Q4 2014, filed 22 Jan 2015.