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

FFT 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 Q4	–	Sell	-4,630	Closed	-$202K	–	33
2018 Q3	$202K	Buy	+4,630	New	+$201K	0.07%	34
2018 Q2	–	Sell	-28,296	Closed	-$1.35M	–	35
2018 Q1	$1.35M	Sell	28,296 -2,884	-9%	-$138K	0.53%	23
2017 Q4	$1.41M	Buy	31,180 +22,264	+250%	+$973K	0.54%	24
2017 Q3	$383K	Buy	8,916 +1,555	+21%	+$67K	0.16%	25
2017 Q2	$302K	Buy	7,361 +60	+0.8%	+$2.46K	0.1%	67
2017 Q1	$298K	Sell	7,301 -125	-2%	-$4.98K	0.09%	67
2016 Q4	$277K	Buy	7,426 +1,490	+25%	+$55.6K	0.06%	71
2016 Q3	$224K	Buy	+5,936	New	+$224K	0.09%	60
2016 Q2	–	Sell	-7,804	Closed	-$272K	–	66
2016 Q1	$272K	Sell	7,804 -147	-2%	-$4.6K	0.12%	46
2015 Q4	$252K	Buy	+7,951	New	+$273K	0.2%	51

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

FFT Wealth Management's DEM Position: Q4 2018 in Review

FFT Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2018, closing a stake of 4,630 shares — an estimated $202K sold.

FFT Wealth Management first reported a position in DEM in Q4 2015 and held it in 10 quarters. The position peaked at $1.41M in Q4 2017. 251 funds tracked by Wall St. Rank hold DEM as of Q4 2018.

FFT Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2018 after selling out during the quarter.
FFT Wealth Management sold 4,630 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2018, an estimated $202K.
FFT Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2015 and held it in 10 quarters.
FFT Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.41M in Q4 2017.
251 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2018.

Based on FFT Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.