1834 Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

1834 Investment Advisors’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
2020 Q1	–	Sell	-459	Closed	-$21K	–	412
2019 Q4	$21K	Hold	459	–	–	﹤0.01%	325
2019 Q3	$19K	Hold	459	–	–	﹤0.01%	329
2019 Q2	$20K	Buy	+459	New	+$20.1K	﹤0.01%	336
2015 Q3	–	Sell	-12,865	Closed	-$559K	–	192
2015 Q2	$559K	Sell	12,865 -600	-4%	-$27.5K	0.15%	107
2015 Q1	$572K	Sell	13,465 -3,763	-22%	-$161K	0.16%	108
2014 Q4	$726K	Sell	17,228 -44,667	-72%	-$2.03M	0.2%	92
2014 Q3	$2.96M	Sell	61,895 -265	-0.4%	-$13.8K	0.82%	42
2014 Q2	$3.22M	Buy	62,160 +5,075	+9%	+$257K	0.87%	41
2014 Q1	$2.8M	Sell	57,085 -3,137	-5%	-$149K	0.82%	48
2013 Q4	$3.07M	Buy	+60,222	New	+$3.14M	0.9%	43

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

AAS

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

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

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

BCI

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

1834 Investment Advisors's DEM Position: Q1 2020 in Review

1834 Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 459 shares — an estimated $21K sold.

1834 Investment Advisors first reported a position in DEM in Q4 2013 and held it in 10 quarters. The position peaked at $3.22M in Q2 2014. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

1834 Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
1834 Investment Advisors sold 459 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $21K.
1834 Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 10 quarters.
1834 Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.22M in Q2 2014.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on 1834 Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.