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Institute for Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Institute for 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
2020
Q1 		– Sell
-807
Closed -$37K – 426
2019
Q4 		$37K Buy
+807
New +$35.1K 0.01% 526

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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

Institute for Wealth Management's DEM Position: Q1 2020 in Review

Institute for Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 807 shares — an estimated $37K sold.

Institute for Wealth Management first reported a position in DEM in Q4 2019 and held it in 1 quarter. The position peaked at $37K in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

  • Institute for Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 807 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $37K.
  • Institute for Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $37K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.