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

Delphi Private 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
2018 Q4	–	Sell	-9,137	Closed	-$399K	–	53
2018 Q3	$399K	Sell	9,137 -912	-9%	-$39.7K	1.36%	6
2018 Q2	$431K	Sell	10,049 -115	-1%	-$5.26K	1.44%	6
2018 Q1	$486K	Sell	10,164 -500	-5%	-$23.9K	1.93%	5
2017 Q4	$484K	Buy	+10,664	New	+$466K	1.19%	9

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

Delphi Private Advisors's DEM Position: Q4 2018 in Review

Delphi Private Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2018, closing a stake of 9,137 shares — an estimated $399K sold.

Delphi Private Advisors first reported a position in DEM in Q4 2017 and held it in 4 quarters. The position peaked at $486K in Q1 2018. 251 funds tracked by Wall St. Rank hold DEM as of Q4 2018.

Delphi Private Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2018 after selling out during the quarter.
Delphi Private Advisors sold 9,137 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2018, an estimated $399K.
Delphi Private Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 4 quarters.
Delphi Private Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $486K in Q1 2018.
251 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.