Intellectus Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Intellectus Partners’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 Q2	–	Sell	-1,300	Closed	-$57K	–	229
2019 Q1	$57K	Buy	+1,300	New	+$56.2K	0.02%	249
2018 Q4	–	Sell	-1,300	Closed	-$57K	–	308
2018 Q3	$57K	Hold	1,300	–	–	0.02%	336
2018 Q2	$56K	Buy	+1,300	New	+$59.5K	0.02%	325

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AAS

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return

Intellectus Partners's DEM Position: Q2 2019 in Review

Intellectus Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2019, closing a stake of 1,300 shares — an estimated $57K sold.

Intellectus Partners first reported a position in DEM in Q2 2018 and held it in 3 quarters. The position peaked at $57K in Q1 2019. 257 funds tracked by Wall St. Rank hold DEM as of Q2 2019.

Intellectus Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2019 after selling out during the quarter.
Intellectus Partners sold 1,300 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2019, an estimated $57K.
Intellectus Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 3 quarters.
Intellectus Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $57K in Q1 2019.
257 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2019.

Based on Intellectus Partners's 13F filing for Q2 2019, filed 8 Aug 2019.