Bartlett & Co Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bartlett & Co Wealth Management’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 Q2	–	Sell	-300	Closed	-$9.68K	–	852
2020 Q1	$9.68K	Sell	300 -1,900	-86%	-$77K	﹤0.01%	661
2019 Q4	$101K	Hold	2,200	–	–	﹤0.01%	403
2019 Q3	$90.9K	Buy	2,200 +1,900	+633%	+$81.3K	﹤0.01%	404
2019 Q2	$13.4K	Hold	300	–	–	﹤0.01%	566
2019 Q1	$13.2K	Hold	300	–	–	﹤0.01%	560
2018 Q4	$12K	Sell	300 -450	-60%	-$18.4K	﹤0.01%	566
2018 Q3	$32.8K	Hold	750	–	–	﹤0.01%	486
2018 Q2	$32.2K	Hold	750	–	–	﹤0.01%	477
2018 Q1	$35.9K	Buy	+750	New	+$35.9K	﹤0.01%	460

Other funds holding DEM

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

FMLI

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

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

Bartlett & Co Wealth Management's DEM Position: Q2 2020 in Review

Bartlett & Co Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 300 shares — an estimated $9.68K sold.

Bartlett & Co Wealth Management first reported a position in DEM in Q1 2018 and held it in 9 quarters. The position peaked at $101K in Q4 2019. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

Bartlett & Co Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Bartlett & Co Wealth Management sold 300 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $9.68K.
Bartlett & Co Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 9 quarters.
Bartlett & Co Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $101K in Q4 2019.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2020, filed 13 Feb 2024.