Capital Advisory Group Advisory Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-42	Closed	-$1K	–	467
2020 Q1	$1K	Buy	+42	New	+$1.7K	﹤0.01%	403
2019 Q4	–	Sell	-42	Closed	-$2K	–	252
2019 Q3	$2K	Buy	+42	New	+$1.8K	﹤0.01%	387

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $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

FMLI

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

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

Capital Advisory Group Advisory Services's DEM Position: Q2 2020 in Review

Capital Advisory Group Advisory Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 42 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in DEM in Q3 2019 and held it in 2 quarters. The position peaked at $2K in Q3 2019. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

Capital Advisory Group Advisory Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 42 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2019 and held it in 2 quarters.
Capital Advisory Group Advisory Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $2K in Q3 2019.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2020, filed 14 Aug 2020.