Atlas Capital Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Atlas Capital Advisors’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 Q1	–	Sell	-16	Closed	-$732	–	673
2019 Q4	$732	Hold	16	–	–	﹤0.01%	623
2019 Q3	$660	Hold	16	–	–	﹤0.01%	629
2019 Q2	$714	Sell	16 -265	-94%	-$11.6K	﹤0.01%	644
2019 Q1	$701	Buy	281 +165	+142%	+$7.13K	﹤0.01%	559
2018 Q4	$4.66K	Hold	116	–	–	﹤0.01%	546
2018 Q3	$4.98K	Hold	116	–	–	﹤0.01%	528
2018 Q2	$5.04K	Sell	116 -17	-13%	-$778	﹤0.01%	492
2018 Q1	$6.36K	Buy	+133	New	+$6.36K	﹤0.01%	495

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Atlas Capital Advisors's DEM Position: Q1 2020 in Review

Atlas Capital Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 16 shares — an estimated $732 sold.

Atlas Capital Advisors first reported a position in DEM in Q1 2018 and held it in 8 quarters. The position peaked at $6.36K in Q1 2018. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Atlas Capital Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Atlas Capital Advisors sold 16 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $732.
Atlas Capital Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 8 quarters.
Atlas Capital Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $6.36K in Q1 2018.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Atlas Capital Advisors's 13F filing for Q1 2020, filed 4 May 2020.