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Clean Yield Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Clean Yield 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
2020
Q2 		– Sell
-125
Closed -$4K – 353
2020
Q1 		$4K Buy
+125
New +$5.06K ﹤0.01% 349

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
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
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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clean Yield Group's DEM Position: Q2 2020 in Review

Clean Yield Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 125 shares — an estimated $4K sold.

Clean Yield Group first reported a position in DEM in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

  • Clean Yield Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Clean Yield Group sold 125 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $4K.
  • Clean Yield Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2020 and held it in 1 quarter.
  • Clean Yield Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $4K in Q1 2020.
  • 241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Clean Yield Group's 13F filing for Q2 2020, filed 22 Jul 2020.