Advocacy Wealth Management Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Advocacy Wealth Management Services’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	–	Sell	-472	Closed	-$21K	–	198
2021 Q1	$21K	Hold	472	–	–	﹤0.01%	91
2020 Q4	$19K	Buy	+472	New	+$18.1K	﹤0.01%	92

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advocacy Wealth Management Services's DEM Position: Q2 2021 in Review

Advocacy Wealth Management Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2021, closing a stake of 472 shares — an estimated $21K sold.

Advocacy Wealth Management Services first reported a position in DEM in Q4 2020 and held it in 2 quarters. The position peaked at $21K in Q1 2021. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

Advocacy Wealth Management Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 472 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $21K.
Advocacy Wealth Management Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 2 quarters.
Advocacy Wealth Management Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $21K in Q1 2021.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2021, filed 2 Jul 2021.