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

Executive 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
2019
Q3 		– Sell
-5
Closed – – 292
2019
Q2 		$0 Hold
5
– – ﹤0.01% 903
2019
Q1 		$0 Sell
5
-200
-98% -$8.64K ﹤0.01% 844
2018
Q4 		$8K Buy
+205
New +$8.4K ﹤0.01% 604

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Executive Wealth Management's DEM Position: Q3 2019 in Review

Executive Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 5 shares.

Executive Wealth Management first reported a position in DEM in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q4 2018. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

  • Executive Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 5 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019.
  • Executive Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $8K in Q4 2018.
  • 249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.