20/20 Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

20/20 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
2021 Q2	$7.67M	Buy	167,985 +15,761	+10%	+$722K	1.99%	14
2021 Q1	$6.75M	Buy	152,224 +76,812	+102%	+$3.3M	1.96%	14
2020 Q4	$3.13M	Buy	+75,412	New	+$2.89M	0.92%	30

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

20/20 Capital Management's DEM Position: Q2 2021 in Review

20/20 Capital Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 10% in Q2 2021, buying an estimated $722K and bringing the position to 167,985 shares worth $7.67M. The position accounts for 1.99% of the portfolio, ranked #14.

20/20 Capital Management first reported a position in DEM in Q4 2020 and has held it in 3 quarters since. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

20/20 Capital Management held 167,985 shares of WisdomTree Emerging Markets High Dividend Fund worth $7.67M as of Q2 2021.
20/20 Capital Management bought 15,761 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $722K.
WisdomTree Emerging Markets High Dividend Fund made up 1.99% of 20/20 Capital Management's portfolio in Q2 2021, its #14 holding.
20/20 Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and has held it in 3 quarters since.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.