Cary Street Partners Investment Advisory’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cary Street Partners Investment Advisory’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	-970	Closed	-$34K	–	465
2020 Q3	$34K	Buy	+970	New	+$36.3K	0.01%	553

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 $1.72B AUM 29.29% 1-Year Est. Return

Cary Street Partners Investment Advisory's DEM Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2020, closing a stake of 970 shares — an estimated $34K sold.

Cary Street Partners Investment Advisory first reported a position in DEM in Q3 2020 and held it in 1 quarter. The position peaked at $34K in Q3 2020. 260 funds tracked by Wall St. Rank hold DEM as of Q4 2020.

Cary Street Partners Investment Advisory reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2020 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 970 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2020, an estimated $34K.
Cary Street Partners Investment Advisory first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2020 and held it in 1 quarter.
Cary Street Partners Investment Advisory's WisdomTree Emerging Markets High Dividend Fund position peaked at $34K in Q3 2020.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.