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

JGP 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
2019 Q1	–	Sell	-165,537	Closed	-$6.65M	–	123
2018 Q4	$6.65M	Sell	165,537 -117,821	-42%	-$4.83M	2.75%	4
2018 Q3	$12.4M	Buy	283,358 +5,110	+2%	+$222K	4.95%	1
2018 Q2	$11.9M	Buy	+278,248	New	+$12.7M	4.98%	1

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

JGP Wealth Management's DEM Position: Q1 2019 in Review

JGP Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2019, closing a stake of 165,537 shares — an estimated $6.65M sold.

JGP Wealth Management first reported a position in DEM in Q2 2018 and held it in 3 quarters. The position peaked at $12.4M in Q3 2018. 260 funds tracked by Wall St. Rank hold DEM as of Q1 2019.

JGP Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2019 after selling out during the quarter.
JGP Wealth Management sold 165,537 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2019, an estimated $6.65M.
JGP Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 3 quarters.
JGP Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $12.4M in Q3 2018.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2019.

Based on JGP Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.