Guild Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Guild Investment 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
2019 Q3	–	Sell	-9,950	Closed	-$444K	–	46
2019 Q2	$444K	Buy	9,950 +1,940	+24%	+$84.9K	0.66%	33
2019 Q1	$351K	Sell	8,010 -102,440	-93%	-$4.43M	0.46%	34
2018 Q4	$4.43M	Buy	110,450 +104,140	+1,650%	+$4.27M	15.3%	3
2018 Q3	$276K	Hold	6,310	–	–	0.28%	38
2018 Q2	$271K	Hold	6,310	–	–	0.52%	24
2018 Q1	$302K	Hold	6,310	–	–	0.42%	18
2017 Q4	$286K	Buy	+6,310	New	+$276K	0.27%	35
2016 Q4	–	Sell	-398,420	Closed	-$15M	–	30
2016 Q3	$15M	Buy	+398,420	New	+$15M	14.94%	1
2013 Q4	–	Sell	-80,015	Closed	-$4.14M	–	46
2013 Q3	$4.14M	Buy	80,015 +75,770	+1,785%	+$3.81M	5.05%	9
2013 Q2	$205K	Buy	+4,245	New	+$228K	0.2%	35

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Guild Investment Management's DEM Position: Q3 2019 in Review

Guild Investment Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 9,950 shares — an estimated $444K sold.

Guild Investment Management first reported a position in DEM in Q2 2013 and held it in 10 quarters. The position peaked at $15M in Q3 2016. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Guild Investment Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Guild Investment Management sold 9,950 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $444K.
Guild Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 10 quarters.
Guild Investment Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $15M in Q3 2016.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Guild Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.