Dowling & Yahnke’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Dowling & Yahnke’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 Q1	–	Sell	-12	Closed	-$1K	–	300
2019 Q4	$1K	Buy	+12	New	+$521	﹤0.01%	372

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Dowling & Yahnke's DEM Position: Q1 2020 in Review

Dowling & Yahnke sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

Dowling & Yahnke first reported a position in DEM in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Dowling & Yahnke reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 12 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $1K.
Dowling & Yahnke first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's WisdomTree Emerging Markets High Dividend Fund position peaked at $1K in Q4 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.