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Bay Colony Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bay Colony 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
2018
Q3 		– Sell
-877
Closed -$38K – 353
2018
Q2 		$38K Buy
+877
New +$40.1K 0.03% 410

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bay Colony Advisors's DEM Position: Q3 2018 in Review

Bay Colony Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2018, closing a stake of 877 shares — an estimated $38K sold.

Bay Colony Advisors first reported a position in DEM in Q2 2018 and held it in 1 quarter. The position peaked at $38K in Q2 2018. 244 funds tracked by Wall St. Rank hold DEM as of Q3 2018.

  • Bay Colony Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 877 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2018, an estimated $38K.
  • Bay Colony Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $38K in Q2 2018.
  • 244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.