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

FDx 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
2019 Q3	–	Sell	-6,145	Closed	-$274K	–	665
2019 Q2	$274K	Buy	6,145 +271	+5%	+$11.9K	0.01%	665
2019 Q1	$258K	Buy	+5,874	New	+$254K	0.01%	648
2018 Q4	–	Sell	-7,726	Closed	-$337K	–	595
2018 Q3	$337K	Sell	7,726 -20,427	-73%	-$889K	0.01%	656
2018 Q2	$1.21M	Sell	28,153 -3,916	-12%	-$179K	0.04%	327
2018 Q1	$1.53M	Sell	32,069 -3,797	-11%	-$182K	0.05%	364
2017 Q4	$1.63M	Sell	35,866 -8,125	-18%	-$355K	0.04%	386
2017 Q3	$1.89M	Buy	43,991 +3,988	+10%	+$172K	0.05%	328
2017 Q2	$1.64M	Buy	40,003 +9,383	+31%	+$385K	0.05%	365
2017 Q1	$1.25M	Sell	30,620 -357	-1%	-$14.2K	0.04%	457
2016 Q4	$1.16M	Buy	30,977 +12,921	+72%	+$482K	0.03%	478
2016 Q3	$678K	Buy	18,056 +9,862	+120%	+$372K	0.03%	513
2016 Q2	$290K	Sell	8,194 -459	-5%	-$15.9K	0.01%	759
2016 Q1	$301K	Buy	8,653 +359	+4%	+$11.2K	0.01%	732
2015 Q4	$262K	Buy	8,294 +274	+3%	+$9.4K	0.01%	758
2015 Q3	$269K	Sell	8,020 -7,908	-50%	-$300K	0.02%	654
2015 Q2	$692K	Buy	15,928 +1,028	+7%	+$47.1K	0.03%	461
2015 Q1	$634K	Buy	14,900 +8,504	+133%	+$363K	0.01%	822
2014 Q4	$270K	Sell	6,396 -10,569	-62%	-$480K	0.02%	760
2014 Q3	$811K	Buy	16,965 +9,452	+126%	+$492K	0.05%	390
2014 Q2	$389K	Buy	7,513 +2,163	+40%	+$110K	0.03%	683
2014 Q1	$263K	Buy	5,350 +841	+19%	+$40K	0.02%	655
2013 Q4	$230K	Sell	4,509 -1,836	-29%	-$95.6K	0.02%	602
2013 Q3	$328K	Buy	+6,345	New	+$319K	0.04%	402

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 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

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

FDx Advisors's DEM Position: Q3 2019 in Review

FDx Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 6,145 shares — an estimated $274K sold.

FDx Advisors first reported a position in DEM in Q3 2013 and held it in 23 quarters. The position peaked at $1.89M in Q3 2017. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

FDx Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
FDx Advisors sold 6,145 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $274K.
FDx Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2013 and held it in 23 quarters.
FDx Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.89M in Q3 2017.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on FDx Advisors's 13F filing for Q3 2019, filed 7 Nov 2019.