Advisory Alpha’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Advisory Alpha’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	-57	Closed	-$1.9K	–	198
2020 Q1	$1.9K	Buy	+57	New	+$2.31K	﹤0.01%	596
2018 Q2	–	Sell	-3,618	Closed	-$166K	–	141
2018 Q1	$166K	Buy	3,618 +2,776	+330%	+$133K	0.06%	96
2017 Q4	$41K	Sell	842 -2,042	-71%	-$89.2K	0.01%	111
2017 Q3	$126K	Sell	2,884 -20,342	-88%	-$876K	0.04%	103
2017 Q2	$1M	Buy	23,226 +5,168	+29%	+$212K	0.29%	72
2017 Q1	$738K	Buy	18,058 +3,853	+27%	+$154K	0.26%	62
2016 Q4	$573K	Buy	14,205 +1,462	+11%	+$54.6K	0.23%	53
2016 Q3	$479K	Sell	12,743 -11	-0.1%	-$415	0.2%	44
2016 Q2	$452K	Buy	12,754 +1,156	+10%	+$40K	0.21%	41
2016 Q1	$404K	Sell	11,598 -10,153	-47%	-$317K	0.22%	34
2015 Q4	$683K	Buy	21,751 +5,816	+36%	+$200K	0.39%	27
2015 Q3	$534K	Sell	15,935 -473	-3%	-$17.9K	0.37%	25
2015 Q2	$713K	Buy	16,408 +1,173	+8%	+$53.7K	0.46%	24
2015 Q1	$647K	Buy	15,235 +3,820	+33%	+$163K	0.42%	25
2014 Q4	$481K	Buy	11,415 +2,393	+27%	+$109K	0.34%	24
2014 Q3	$424K	Buy	9,022 +1,082	+14%	+$56.3K	0.28%	24
2014 Q2	$412K	Sell	7,940 -385	-5%	-$19.5K	0.28%	24
2014 Q1	$408K	Buy	8,325 +1,069	+15%	+$50.8K	0.28%	24
2013 Q4	$370K	Buy	+7,256	New	+$378K	0.27%	24

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

Advisory Alpha's DEM Position: Q2 2020 in Review

Advisory Alpha sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 57 shares — an estimated $1.9K sold.

Advisory Alpha first reported a position in DEM in Q4 2013 and held it in 19 quarters. The position peaked at $1M in Q2 2017. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

Advisory Alpha reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Advisory Alpha sold 57 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $1.9K.
Advisory Alpha first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 19 quarters.
Advisory Alpha's WisdomTree Emerging Markets High Dividend Fund position peaked at $1M in Q2 2017.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.