CXI Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

CXI Advisors’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	$18K	Buy	+392	New	+$17K	0.04%	55

Other funds holding DEM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

CXI Advisors's DEM Position: Q4 2019 in Review

CXI Advisors opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2019: 392 shares worth $18K. The stake represents 0.04% of the portfolio and ranks #55 among its holdings.

286 funds tracked by Wall St. Rank hold DEM as of Q4 2019.

CXI Advisors held 392 shares of WisdomTree Emerging Markets High Dividend Fund worth $18K as of Q4 2019.
WisdomTree Emerging Markets High Dividend Fund was a new CXI Advisors position in Q4 2019.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of CXI Advisors's portfolio in Q4 2019, its #55 holding.
286 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2019.

Based on CXI Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.