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Girard Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Girard Partners’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
-300
Closed -$13K – 370
2018
Q3 		$13K Buy
+300
New +$13.1K ﹤0.01% 675

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 $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Girard Partners's DEM Position: Q4 2018 in Review

Girard Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2018, closing a stake of 300 shares — an estimated $13K sold.

Girard Partners first reported a position in DEM in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 251 funds tracked by Wall St. Rank hold DEM as of Q4 2018.

  • Girard Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 300 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2018, an estimated $13K.
  • Girard Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2018 and held it in 1 quarter.
  • Girard Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $13K in Q3 2018.
  • 251 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.