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

Burt 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
Q4 		– Sell
-296
Closed -$10K – 393
2020
Q3 		$10K Buy
+296
New +$11.1K ﹤0.01% 281

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
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
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

Burt Wealth Advisors's DEM Position: Q4 2020 in Review

Burt Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2020, closing a stake of 296 shares — an estimated $10K sold.

Burt Wealth Advisors first reported a position in DEM in Q3 2020 and held it in 1 quarter. The position peaked at $10K in Q3 2020. 260 funds tracked by Wall St. Rank hold DEM as of Q4 2020.

  • Burt Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 296 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2020, an estimated $10K.
  • Burt Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $10K in Q3 2020.
  • 260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.