Archford Capital Strategies’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Archford Capital Strategies’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 Q3	–	Sell	-164	Closed	-$7K	–	289
2019 Q2	$7K	Hold	164	–	–	﹤0.01%	430
2019 Q1	$7K	Hold	164	–	–	﹤0.01%	407
2018 Q4	$7K	Hold	164	–	–	﹤0.01%	388
2018 Q3	$7K	Buy	+164	New	+$7.13K	﹤0.01%	423

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Archford Capital Strategies's DEM Position: Q3 2019 in Review

Archford Capital Strategies sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 164 shares — an estimated $7K sold.

Archford Capital Strategies first reported a position in DEM in Q3 2018 and held it in 4 quarters. The position peaked at $7K in Q2 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Archford Capital Strategies reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 164 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $7K.
Archford Capital Strategies first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2018 and held it in 4 quarters.
Archford Capital Strategies's WisdomTree Emerging Markets High Dividend Fund position peaked at $7K in Q2 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.