Ackerman Capital Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Ackerman Capital 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 Q2	–	Sell	-11,280	Closed	-$364K	–	128
2020 Q1	$364K	Hold	11,280	–	–	0.14%	54
2019 Q4	$516K	Sell	11,280 -3,964	-26%	-$172K	0.15%	77
2019 Q3	$630K	Sell	15,244 -1,064	-7%	-$45.5K	0.22%	62
2019 Q2	$728	Sell	16,308 -1,227	-7%	-$53.7K	﹤0.01%	92
2019 Q1	$769	Hold	17,535	–	–	﹤0.01%	92
2018 Q4	$704	Buy	+17,535	New	+$719K	0.05%	94
2018 Q1	$433K	Sell	9,540 -5,319	-36%	-$254K	0.17%	50
2017 Q4	$639K	Buy	+14,859	New	+$649K	0.27%	35
2017 Q2	$729K	Buy	+17,794	New	+$729K	0.31%	40

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 $3.51B AUM 13.98% 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

Ackerman Capital Advisors's DEM Position: Q2 2020 in Review

Ackerman Capital Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 11,280 shares — an estimated $364K sold.

Ackerman Capital Advisors first reported a position in DEM in Q2 2017 and held it in 9 quarters. The position peaked at $729K in Q2 2017. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

Ackerman Capital Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Ackerman Capital Advisors sold 11,280 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $364K.
Ackerman Capital Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 9 quarters.
Ackerman Capital Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $729K in Q2 2017.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Ackerman Capital Advisors's 13F filing for Q2 2020, filed 20 Aug 2020.