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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return