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Asset Planning Services (Pennsylvania)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Asset Planning Services (Pennsylvania)’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 		– Sell
-1,403
Closed -$58K – 110
2019
Q3 		$58K Buy
1,403
+18
+1% +$770 0.03% 125
2019
Q2 		$62K Sell
1,385
-251
-15% -$11K 0.03% 120
2019
Q1 		$72K Buy
1,636
+2
+0.1% +$86 0.03% 110
2018
Q4 		$66K Buy
1,634
+184
+13% +$7.54K 0.03% 108
2018
Q3 		$62K Sell
1,450
-177
-11% -$7.7K 0.03% 114
2018
Q2 		$70K Buy
1,627
+6
+0.4% +$274 0.03% 109
2018
Q1 		$78K Hold
1,621
– – 0.04% 102
2017
Q4 		$73K Buy
1,621
+4
+0.2% +$175 0.04% 114
2017
Q3 		$70K Buy
1,617
+2
+0.1% +$86 0.04% 121
2017
Q2 		$66K Sell
1,615
-251
-13% -$10.3K 0.04% 121
2017
Q1 		$76K Buy
1,866
+515
+38% +$20.5K 0.05% 123
2016
Q4 		$50K Sell
1,351
-521
-28% -$19.4K 0.04% 132
2016
Q3 		$70K Buy
1,872
+13
+0.7% +$491 0.06% 108
2016
Q2 		$66K Buy
1,859
+7
+0.4% +$242 0.06% 120
2016
Q1 		$64K Hold
1,852
– – 0.06% 124
2015
Q4 		$59K Buy
1,852
+8
+0.4% +$275 0.06% 100
2015
Q3 		$62K Buy
1,844
+13
+0.7% +$493 0.06% 89
2015
Q2 		$80K Buy
+1,831
New +$83.8K 0.08% 86

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s DEM Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2019, closing a stake of 1,403 shares — an estimated $58K sold.

Asset Planning Services (Pennsylvania) first reported a position in DEM in Q2 2015 and held it in 18 quarters. The position peaked at $80K in Q2 2015. 286 funds tracked by Wall St. Rank hold DEM as of Q4 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,403 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2019, an estimated $58K.
  • Asset Planning Services (Pennsylvania) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2015 and held it in 18 quarters.
  • Asset Planning Services (Pennsylvania)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $80K in Q2 2015.
  • 286 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.