Fund and Portfolio Analytics
COMP—Comparative total returns.
DVD—Dividend split summary.
HDS—13F holders by size. This screen gives holder information based on filings data. There are five tabs that break the information down into different categories: Current, Historical, Matrix, Ownership, and Transactions. In Exhibit A.8, you can see the ownership breakdown for DEM, the WisdomTree Emerging Markets Equity Income Fund.
HFA—Historical fund analysis.
HPA—Historical portfolio analysis.
LRSK—Portfolio liquidity risk (IWM example).
MHD—Mutual fund holdings. You can access the creation unit for each fund from this page by typing 97 <GO>.
PRT—Equity portfolio real-time monitor.
Exhibit A.7 Shares Outstanding Multi-ETF Chart
Source: Reprinted ...
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