Financial Architects (New Jersey)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Financial Architects (New Jersey)’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	-269	Closed	-$10K	–	383
2020 Q2	$10K	Buy	269 +4	+2%	+$141	﹤0.01%	643
2020 Q1	$9K	Hold	265	–	–	﹤0.01%	632
2019 Q4	$12K	Sell	265 -366	-58%	-$15.9K	﹤0.01%	650
2019 Q3	$26K	Buy	631 +24	+4%	+$1.03K	0.01%	539
2019 Q2	$27K	Buy	607 +2	+0.3%	+$88	0.01%	637
2019 Q1	$27K	Hold	605	–	–	﹤0.01%	794
2018 Q4	$24K	Buy	605 +18	+3%	+$738	﹤0.01%	753
2018 Q3	$26K	Hold	587	–	–	﹤0.01%	847
2018 Q2	$25K	Buy	587 +6	+1%	+$274	﹤0.01%	747
2018 Q1	$28K	Buy	581 +4	+0.7%	+$191	0.01%	799
2017 Q4	$26K	Buy	577 +12	+2%	+$524	﹤0.01%	898
2017 Q3	$24K	Buy	565 +6	+1%	+$259	﹤0.01%	916
2017 Q2	$23K	Hold	559	–	–	﹤0.01%	912
2017 Q1	$23K	Buy	559 +4	+0.7%	+$159	﹤0.01%	893
2016 Q4	$21K	Buy	555 +12	+2%	+$448	﹤0.01%	822
2016 Q3	$20K	Hold	543	–	–	0.01%	841
2016 Q2	$19K	Buy	543 +4	+0.7%	+$138	0.01%	799
2016 Q1	$19K	Buy	+539	New	+$16.9K	0.01%	594
2015 Q3	–	Sell	-2,163	Closed	-$94K	–	375
2015 Q2	$94K	Sell	2,163 -96	-4%	-$4.39K	0.03%	314
2015 Q1	$96K	Sell	2,259 -1,640	-42%	-$70K	0.04%	290
2014 Q4	$164K	Buy	3,899 +447	+13%	+$20.3K	0.07%	189
2014 Q3	$165K	Sell	3,452 -795	-19%	-$41.4K	0.08%	169
2014 Q2	$220K	Sell	4,247 -1,508	-26%	-$76.4K	0.11%	141
2014 Q1	$282K	Sell	5,755 -70,518	-92%	-$3.35M	0.17%	115
2013 Q4	$3.89M	Sell	76,273 -14,854	-16%	-$774K	2.28%	9
2013 Q3	$4.72M	Sell	91,127 -8,963	-9%	-$450K	3.05%	6
2013 Q2	$4.82M	Buy	+100,090	New	+$5.37M	3.55%	5

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

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

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

BCI

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Financial Architects (New Jersey)'s DEM Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2020, closing a stake of 269 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in DEM in Q2 2013 and held it in 27 quarters. The position peaked at $4.82M in Q2 2013. 234 funds tracked by Wall St. Rank hold DEM as of Q3 2020.

Financial Architects (New Jersey) reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 269 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2020, an estimated $10K.
Financial Architects (New Jersey) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 27 quarters.
Financial Architects (New Jersey)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $4.82M in Q2 2013.
234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.