Advisor Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Advisor Group’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	$2.98M	Buy	65,045 +6,353	+11%	+$276K	0.02%	629
2019 Q3	$2.42M	Buy	58,692 +7,364	+14%	+$315K	0.02%	687
2019 Q2	$2.29M	Buy	51,328 +25,899	+102%	+$1.13M	0.02%	700
2019 Q1	$1.12M	Buy	25,429 +3,846	+18%	+$166K	0.01%	1018
2018 Q4	$867K	Sell	21,583 -3,666	-15%	-$150K	0.01%	1022
2018 Q3	$1.1M	Buy	25,249 +12,379	+96%	+$539K	0.01%	925
2018 Q2	$552K	Sell	12,870 -5,698	-31%	-$261K	0.01%	1232
2018 Q1	$889K	Buy	18,568 +6,017	+48%	+$288K	0.01%	943
2017 Q4	$569K	Buy	12,551 +2,899	+30%	+$127K	0.01%	1249
2017 Q3	$416K	Buy	9,652 +2,503	+35%	+$108K	0.01%	1316
2017 Q2	$293K	Sell	7,149 -312	-4%	-$12.8K	0.01%	1496
2017 Q1	$305K	Sell	7,461 -2,515	-25%	-$100K	0.01%	1371
2016 Q4	$372K	Sell	9,976 -1,092	-10%	-$40.8K	0.01%	1170
2016 Q3	$416K	Sell	11,068 -1,494	-12%	-$56.4K	0.01%	1073
2016 Q2	$441K	Buy	+12,562	New	+$435K	0.01%	986

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

Advisor Group's DEM Position: Q4 2019 in Review

Advisor Group increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 11% in Q4 2019, buying an estimated $276K and bringing the position to 65,045 shares worth $2.98M. The position accounts for 0.02% of the portfolio, ranked #629.

Advisor Group first reported a position in DEM in Q2 2016 and has held it in 15 quarters since. 286 funds tracked by Wall St. Rank hold DEM as of Q4 2019.

Advisor Group held 65,045 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.98M as of Q4 2019.
Advisor Group bought 6,353 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2019, an estimated $276K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Advisor Group's portfolio in Q4 2019, its #629 holding.
Advisor Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2016 and has held it in 15 quarters since.
286 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.