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

Intercontinental 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
2020 Q1	–	Sell	-785	Closed	-$34K	–	196
2019 Q4	$34K	Hold	785	–	–	0.03%	204
2019 Q3	$32K	Sell	785 -133	-14%	-$5.69K	0.02%	241
2019 Q2	$41K	Hold	918	–	–	0.02%	220
2019 Q1	$40K	Sell	918 -86	-9%	-$3.72K	0.02%	243
2018 Q4	$40K	Buy	+1,004	New	+$41.1K	0.02%	234

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 $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 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

Intercontinental Wealth Advisors's DEM Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 785 shares — an estimated $34K sold.

Intercontinental Wealth Advisors first reported a position in DEM in Q4 2018 and held it in 5 quarters. The position peaked at $41K in Q2 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 785 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $34K.
Intercontinental Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $41K in Q2 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.