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

BDO 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 Q1	–	Sell	-3,440	Closed	-$157K	–	759
2019 Q4	$157K	Hold	3,440	–	–	0.04%	213
2019 Q3	$142K	Hold	3,440	–	–	0.04%	223
2019 Q2	$154K	Buy	+3,440	New	+$151K	0.04%	212
2018 Q4	–	Sell	-214	Closed	-$9K	–	565
2018 Q3	$9K	Hold	214	–	–	﹤0.01%	465
2018 Q2	$9K	Hold	214	–	–	﹤0.01%	467
2018 Q1	$10K	Buy	+214	New	+$10.2K	﹤0.01%	393
2017 Q3	–	Sell	-214	Closed	-$9K	–	460
2017 Q2	$9K	Buy	+214	New	+$8.77K	﹤0.01%	384

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

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

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

FMLI

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

BDO Wealth Advisors's DEM Position: Q1 2020 in Review

BDO Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 3,440 shares — an estimated $157K sold.

BDO Wealth Advisors first reported a position in DEM in Q2 2017 and held it in 7 quarters. The position peaked at $157K in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

BDO Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 3,440 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $157K.
BDO Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 7 quarters.
BDO Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $157K in Q4 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.