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Citizens Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Citizens Financial Group’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 		– Sell
-220
Closed -$9K – 1041
2019
Q3 		$9K Hold
220
– – ﹤0.01% 571
2019
Q2 		$10K Buy
+220
New +$9.63K ﹤0.01% 546

Other funds holding DEM

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Citizens Financial Group's DEM Position: Q4 2019 in Review

Citizens Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2019, closing a stake of 220 shares — an estimated $9K sold.

Citizens Financial Group first reported a position in DEM in Q2 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 286 funds tracked by Wall St. Rank hold DEM as of Q4 2019.

  • Citizens Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Citizens Financial Group sold 220 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2019, an estimated $9K.
  • Citizens Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2019 and held it in 2 quarters.
  • Citizens Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $10K in Q2 2019.
  • 286 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2019.

Based on Citizens Financial Group's 13F filing for Q4 2019, filed 7 Feb 2020.