DWM
DEM icon

Destination Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Destination Wealth Management’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
Q2 		– Sell
-200
Closed -$10K – 533
2018
Q1 		$10K Buy
+200
New +$9.56K ﹤0.01% 390

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Destination Wealth Management's DEM Position: Q2 2018 in Review

Destination Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2018, closing a stake of 200 shares — an estimated $10K sold.

Destination Wealth Management first reported a position in DEM in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 243 funds tracked by Wall St. Rank hold DEM as of Q2 2018.

  • Destination Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 200 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2018, an estimated $10K.
  • Destination Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Destination Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $10K in Q1 2018.
  • 243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.