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Bay Harbor Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bay Harbor 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
2021
Q1 		– Sell
-17
Closed -$1K – 266
2020
Q4 		$1K Buy
+17
New +$651 ﹤0.01% 372

Other funds holding DEM

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bay Harbor Wealth Management's DEM Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2021, closing a stake of 17 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in DEM in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 262 funds tracked by Wall St. Rank hold DEM as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 17 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2021, an estimated $1K.
  • Bay Harbor Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Bay Harbor Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.