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

BerganKDV 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 Q4	–	Sell	-124	Closed	-$4K	–	955
2020 Q3	$4K	Buy	124 +6	+5%	+$225	﹤0.01%	596
2020 Q2	$4K	Buy	118 +1	+0.9%	+$35	﹤0.01%	647
2020 Q1	$4K	Buy	117 +1	+0.9%	+$41	﹤0.01%	604
2019 Q4	$5K	Buy	+116	New	+$5.04K	﹤0.01%	612

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

BerganKDV Wealth Management's DEM Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2020, closing a stake of 124 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in DEM in Q4 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 260 funds tracked by Wall St. Rank hold DEM as of Q4 2020.

BerganKDV Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 124 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2020, an estimated $4K.
BerganKDV Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 4 quarters.
BerganKDV Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $5K in Q4 2019.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.