1 North Wealth Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

1 North Wealth Services’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
2019 Q4	$3K	Hold	70	–	–	﹤0.01%	287
2019 Q3	$3K	Buy	+70	New	+$3K	﹤0.01%	249
2019 Q1	$3K	Hold	70	–	–	﹤0.01%	230
2018 Q4	$3K	Buy	+70	New	+$2.87K	﹤0.01%	224

Other funds holding DEM

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

1 North Wealth Services's DEM Position: Q4 2019 in Review

1 North Wealth Services held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q4 2019 at 70 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

1 North Wealth Services first reported a position in DEM in Q4 2018 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold DEM as of Q4 2019.

1 North Wealth Services held 70 shares of WisdomTree Emerging Markets High Dividend Fund worth $3K as of Q4 2019.
1 North Wealth Services left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q4 2019.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of 1 North Wealth Services's portfolio in Q4 2019, its #287 holding.
1 North Wealth Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and has held it in 4 quarters since.
286 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2019.

Based on 1 North Wealth Services's 13F filing for Q4 2019, filed 14 Feb 2020.