Accurate Investment Solutions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Accurate Investment Solutions’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 Q2	–	Sell	-375	Closed	-$12K	–	95
2020 Q1	$12K	Sell	375 -86	-19%	-$3.48K	0.01%	265
2019 Q4	$21K	Buy	461 +86	+23%	+$3.74K	0.01%	220
2019 Q3	$15K	Hold	375	–	–	0.01%	198
2019 Q2	$17K	Hold	375	–	–	0.01%	187
2019 Q1	$16K	Hold	375	–	–	0.01%	173
2018 Q4	$15K	Buy	+375	New	+$15.4K	0.01%	171

Other funds holding DEM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

FMLI

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

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

Accurate Investment Solutions's DEM Position: Q2 2020 in Review

Accurate Investment Solutions sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 375 shares — an estimated $12K sold.

Accurate Investment Solutions first reported a position in DEM in Q4 2018 and held it in 6 quarters. The position peaked at $21K in Q4 2019. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

Accurate Investment Solutions reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 375 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $12K.
Accurate Investment Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 6 quarters.
Accurate Investment Solutions's WisdomTree Emerging Markets High Dividend Fund position peaked at $21K in Q4 2019.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.