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

IMA Advisory Services’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	-128	Closed	-$6K	–	259
2019 Q4	$6K	Buy	128 +1	+0.8%	+$43	﹤0.01%	236
2019 Q3	$5K	Buy	127 +5	+4%	+$214	﹤0.01%	245
2019 Q2	$5K	Buy	+122	New	+$5.34K	﹤0.01%	232

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

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

FMLI

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

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

IMA Advisory Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 128 shares — an estimated $6K sold.

IMA Advisory Services first reported a position in DEM in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

IMA Advisory Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
IMA Advisory Services sold 128 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $6K.
IMA Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2019 and held it in 3 quarters.
IMA Advisory Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $6K in Q4 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on IMA Advisory Services's 13F filing for Q1 2020, filed 14 Apr 2020.