Harvest Group Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-9	Closed	–	–	197
2020 Q4	$0	Hold	9	–	–	﹤0.01%	691
2020 Q3	$0	Hold	9	–	–	﹤0.01%	634
2020 Q2	$0	Hold	9	–	–	﹤0.01%	560
2020 Q1	$0	Hold	9	–	–	﹤0.01%	612
2019 Q4	$0	Sell	9 -16	-64%	-$695	﹤0.01%	983
2019 Q3	$1K	Hold	25	–	–	﹤0.01%	845
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	694
2019 Q1	$1K	Buy	+25	New	+$1.08K	﹤0.01%	757

Other funds holding DEM

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

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

AAS

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

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BCI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harvest Group Wealth Management's DEM Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2021, closing a stake of 9 shares.

Harvest Group Wealth Management first reported a position in DEM in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q3 2019. 262 funds tracked by Wall St. Rank hold DEM as of Q1 2021.

Harvest Group Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 9 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2021.
Harvest Group Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1K in Q3 2019.
262 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.