Claraphi Advisory Network’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Claraphi Advisory Network’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	-7,816	Closed	-$252K	–	477
2020 Q1	$252K	Buy	+7,816	New	+$317K	0.12%	155
2019 Q4	–	Sell	-5,808	Closed	-$240K	–	226
2019 Q3	$240K	Buy	5,808 +314	+6%	+$13.4K	0.15%	161
2019 Q2	$245K	Buy	5,494 +415	+8%	+$18.2K	0.14%	184
2019 Q1	$223K	Sell	5,079 -177	-3%	-$7.65K	0.14%	189
2018 Q4	$211K	Sell	5,256 -108	-2%	-$4.43K	0.16%	179
2018 Q3	$234K	Hold	5,364	–	–	0.13%	214
2018 Q2	$230K	Sell	5,364 -466	-8%	-$21.3K	0.15%	213
2018 Q1	$279K	Buy	5,830 +679	+13%	+$32.5K	0.2%	157
2017 Q4	$234K	Buy	+5,151	New	+$225K	0.18%	183

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 $3.51B AUM 13.98% 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

Claraphi Advisory Network's DEM Position: Q2 2020 in Review

Claraphi Advisory Network sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 7,816 shares — an estimated $252K sold.

Claraphi Advisory Network first reported a position in DEM in Q4 2017 and held it in 9 quarters. The position peaked at $279K in Q1 2018. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

Claraphi Advisory Network reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 7,816 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $252K.
Claraphi Advisory Network first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 9 quarters.
Claraphi Advisory Network's WisdomTree Emerging Markets High Dividend Fund position peaked at $279K in Q1 2018.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.