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Kelman-Lazarov Inc’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Kelman-Lazarov Inc’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
2016
Q4 		– Sell
-50
Closed -$1.87K – 321
2016
Q3 		$1.87K Hold
50
– – ﹤0.01% 338
2016
Q2 		$1.78K Hold
50
– – ﹤0.01% 331
2016
Q1 		$2K Buy
+50
New +$1.56K ﹤0.01% 323

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return

Kelman-Lazarov Inc's DEM Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2016, closing a stake of 50 shares — an estimated $1.87K sold.

Kelman-Lazarov Inc first reported a position in DEM in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q1 2016. 191 funds tracked by Wall St. Rank hold DEM as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 50 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2016, an estimated $1.87K.
  • Kelman-Lazarov Inc first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's WisdomTree Emerging Markets High Dividend Fund position peaked at $2K in Q1 2016.
  • 191 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.