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

Kiley Juergens 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
2018 Q3	–	Sell	-1,502	Closed	-$64K	–	665
2018 Q2	$64K	Buy	+1,502	New	+$68.7K	0.06%	176
2018 Q1	–	Sell	-1,502	Closed	-$68K	–	204
2017 Q4	$68K	Buy	+1,502	New	+$65.6K	0.06%	166

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

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

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

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kiley Juergens Wealth Management's DEM Position: Q3 2018 in Review

Kiley Juergens Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2018, closing a stake of 1,502 shares — an estimated $64K sold.

Kiley Juergens Wealth Management first reported a position in DEM in Q4 2017 and held it in 2 quarters. The position peaked at $68K in Q4 2017. 244 funds tracked by Wall St. Rank hold DEM as of Q3 2018.

Kiley Juergens Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,502 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2018, an estimated $64K.
Kiley Juergens Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 2 quarters.
Kiley Juergens Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $68K in Q4 2017.
244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.