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

Beacon Pointe 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
2019 Q4	$294K	Sell	6,443 -2,323	-27%	-$101K	0.05%	219
2019 Q3	$358K	Buy	8,766 +688	+9%	+$29.4K	0.08%	188
2019 Q2	$362K	Buy	8,078 +1,961	+32%	+$85.8K	0.08%	192
2019 Q1	$270K	Buy	6,117 +397	+7%	+$17.2K	0.06%	218
2018 Q4	$228K	Buy	+5,720	New	+$234K	0.08%	202

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Beacon Pointe Wealth Advisors's DEM Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 27% in Q4 2019, selling an estimated $101K and leaving 6,443 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #219.

Beacon Pointe Wealth Advisors first reported a position in DEM in Q4 2018 and has held it in 5 quarters since. The position peaked at $362K in Q2 2019. 286 funds tracked by Wall St. Rank hold DEM as of Q4 2019.

Beacon Pointe Wealth Advisors held 6,443 shares of WisdomTree Emerging Markets High Dividend Fund worth $294K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 2,323 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2019, an estimated $101K.
WisdomTree Emerging Markets High Dividend Fund made up 0.05% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #219 holding.
Beacon Pointe Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $362K in Q2 2019.
286 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.