Julex Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Julex Capital 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 Q3	–	Sell	-60	Closed	-$2K	–	182
2019 Q2	$2K	Buy	60 +13	+28%	+$569	﹤0.01%	68
2019 Q1	$2.06K	Buy	+47	New	+$2.03K	﹤0.01%	102

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

AAS

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

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

Julex Capital Management's DEM Position: Q3 2019 in Review

Julex Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 60 shares — an estimated $2K sold.

Julex Capital Management first reported a position in DEM in Q1 2019 and held it in 2 quarters. The position peaked at $2.06K in Q1 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Julex Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Julex Capital Management sold 60 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $2K.
Julex Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and held it in 2 quarters.
Julex Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.06K in Q1 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.