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

Baystate 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 Q3	–	Sell	-53	Closed	-$2K	–	658
2020 Q2	$2K	Buy	+53	New	+$1.87K	﹤0.01%	534
2013 Q3	–	Sell	-555	Closed	-$27K	–	66
2013 Q2	$27K	Buy	+555	New	+$29.8K	0.01%	129

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 $3.51B AUM 13.98% 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

Baystate Wealth Management's DEM Position: Q3 2020 in Review

Baystate Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2020, closing a stake of 53 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in DEM in Q2 2013 and held it in 2 quarters. The position peaked at $27K in Q2 2013. 234 funds tracked by Wall St. Rank hold DEM as of Q3 2020.

Baystate Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2020 after selling out during the quarter.
Baystate Wealth Management sold 53 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2020, an estimated $2K.
Baystate Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 2 quarters.
Baystate Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $27K in Q2 2013.
234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2020.

Based on Baystate Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.