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

Atlas Private Wealth 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 Q3	–	Sell	-23	Closed	-$1K	–	681
2020 Q2	$1K	Buy	+23	New	+$810	﹤0.01%	646

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

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 $4.05B AUM 19.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Atlas Private Wealth Advisors's DEM Position: Q3 2020 in Review

Atlas Private Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2020, closing a stake of 23 shares — an estimated $1K sold.

Atlas Private Wealth Advisors first reported a position in DEM in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 234 funds tracked by Wall St. Rank hold DEM as of Q3 2020.

Atlas Private Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2020 after selling out during the quarter.
Atlas Private Wealth Advisors sold 23 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2020, an estimated $1K.
Atlas Private Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2020 and held it in 1 quarter.
Atlas Private Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1K in Q2 2020.
234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.