Kavar Capital Partners Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Kavar Capital Partners Group’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	-44	Closed	-$2K	–	207
2019 Q2	$2K	Buy	+44	New	+$1.93K	﹤0.01%	468
2018 Q3	–	Sell	-44	Closed	-$2K	–	165
2018 Q2	$2K	Buy	+44	New	+$2.01K	﹤0.01%	406

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

AAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

BCI

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

Kavar Capital Partners Group's DEM Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 44 shares — an estimated $2K sold.

Kavar Capital Partners Group first reported a position in DEM in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Kavar Capital Partners Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 44 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $2K.
Kavar Capital Partners Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 2 quarters.
Kavar Capital Partners Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $2K in Q2 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.