HCR Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

HCR Wealth Advisors’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	-200	Closed	-$8K	–	189
2020 Q4	$8K	Hold	200	–	–	﹤0.01%	253
2020 Q3	$7K	Hold	200	–	–	﹤0.01%	228
2020 Q2	$7K	Hold	200	–	–	﹤0.01%	232
2020 Q1	$6K	Hold	200	–	–	﹤0.01%	219
2019 Q4	$9K	Buy	+200	New	+$8.69K	﹤0.01%	213

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

HCR Wealth Advisors's DEM Position: Q1 2021 in Review

HCR Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2021, closing a stake of 200 shares — an estimated $8K sold.

HCR Wealth Advisors first reported a position in DEM in Q4 2019 and held it in 5 quarters. The position peaked at $9K in Q4 2019. 262 funds tracked by Wall St. Rank hold DEM as of Q1 2021.

HCR Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2021 after selling out during the quarter.
HCR Wealth Advisors sold 200 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2021, an estimated $8K.
HCR Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 5 quarters.
HCR Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $9K in Q4 2019.
262 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.