Financial Services Advisory’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Financial Services Advisory’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 Q1	–	Sell	-26,183	Closed	-$1.2M	–	10
2019 Q4	$1.2M	Buy	+26,183	New	+$1.14M	0.49%	29
2018 Q2	–	Sell	-85,495	Closed	-$4.09M	–	20
2018 Q1	$4.09M	Buy	85,495 +55,127	+182%	+$2.64M	4.36%	11
2017 Q4	$1.38M	Buy	+30,368	New	+$1.33M	1.01%	19

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

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

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

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

Financial Services Advisory's DEM Position: Q1 2020 in Review

Financial Services Advisory sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 26,183 shares — an estimated $1.2M sold.

Financial Services Advisory first reported a position in DEM in Q4 2017 and held it in 3 quarters. The position peaked at $4.09M in Q1 2018. 248 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Financial Services Advisory reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Financial Services Advisory sold 26,183 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $1.2M.
Financial Services Advisory first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 3 quarters.
Financial Services Advisory's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.09M in Q1 2018.
248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Financial Services Advisory's 13F filing for Q1 2020, filed 7 Apr 2020.