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Eudaimonia Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Eudaimonia Partners’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
Q3 		– Sell
-1,066
Closed -$39K – 807
2020
Q2 		$39K Hold
1,066
– – 0.01% 555
2020
Q1 		$34K Hold
1,066
– – 0.01% 544
2019
Q4 		$49K Buy
+1,066
New +$46.3K 0.02% 494

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Eudaimonia Partners's DEM Position: Q3 2020 in Review

Eudaimonia Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2020, closing a stake of 1,066 shares — an estimated $39K sold.

Eudaimonia Partners first reported a position in DEM in Q4 2019 and held it in 3 quarters. The position peaked at $49K in Q4 2019. 234 funds tracked by Wall St. Rank hold DEM as of Q3 2020.

  • Eudaimonia Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Eudaimonia Partners sold 1,066 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2020, an estimated $39K.
  • Eudaimonia Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 3 quarters.
  • Eudaimonia Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $49K in Q4 2019.
  • 234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2020.

Based on Eudaimonia Partners's 13F filing for Q3 2020, filed 16 Nov 2020.