Kistler-Tiffany Companies’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Kistler-Tiffany Companies’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
2021 Q2	–	Sell	-209	Closed	-$9K	–	729
2021 Q1	$9K	Hold	209	–	–	﹤0.01%	529
2020 Q4	$9K	Hold	209	–	–	﹤0.01%	504
2020 Q3	$7K	Hold	209	–	–	﹤0.01%	510
2020 Q2	$8K	Hold	209	–	–	﹤0.01%	466
2020 Q1	$10K	Hold	209	–	–	﹤0.01%	433
2019 Q4	$10K	Hold	209	–	–	﹤0.01%	440
2019 Q3	$9K	Hold	209	–	–	﹤0.01%	461
2019 Q2	$9K	Buy	+209	New	+$9.15K	﹤0.01%	447
2019 Q1	–	Sell	-638	Closed	-$26K	–	570
2018 Q4	$26K	Hold	638	–	–	0.01%	295
2018 Q3	$28K	Sell	638 -156	-20%	-$6.79K	0.01%	309
2018 Q2	$34K	Sell	794 -260	-25%	-$11.9K	0.02%	291
2018 Q1	$50K	Hold	1,054	–	–	0.02%	273
2017 Q4	$48K	Hold	1,054	–	–	0.02%	290
2017 Q3	$45K	Buy	1,054 +51	+5%	+$2.2K	0.02%	283
2017 Q2	$41K	Sell	1,003 -2,856	-74%	-$117K	0.02%	278
2017 Q1	$158K	Sell	3,859 -295	-7%	-$11.8K	0.07%	140
2016 Q4	$155K	Sell	4,154 -156	-4%	-$5.82K	0.08%	144
2016 Q3	$162K	Sell	4,310 -29	-0.7%	-$1.09K	0.08%	145
2016 Q2	$154K	Sell	4,339 -234	-5%	-$8.1K	0.08%	145
2016 Q1	$159K	Sell	4,573 -1,019	-18%	-$31.9K	0.09%	135
2015 Q4	$180K	Sell	5,592 -3,878	-41%	-$133K	0.1%	130
2015 Q3	$320K	Sell	9,470 -414	-4%	-$15.7K	0.19%	80
2015 Q2	$429K	Sell	9,884 -130	-1%	-$5.95K	0.26%	71
2015 Q1	$426K	Sell	10,014 -1,221	-11%	-$52.1K	0.27%	65
2014 Q4	$474K	Buy	11,235 +549	+5%	+$24.9K	0.31%	59
2014 Q3	$511K	Buy	10,686 +426	+4%	+$22.2K	0.34%	56
2014 Q2	$532K	Sell	10,260 -5,627	-35%	-$285K	0.39%	50
2014 Q1	$780K	Sell	15,887 -6,215	-28%	-$295K	0.58%	38
2013 Q4	$1.13M	Sell	22,102 -7,044	-24%	-$367K	0.85%	28
2013 Q3	$1.51M	Sell	29,146 -9,109	-24%	-$458K	1.22%	20
2013 Q2	$1.85M	Buy	+38,255	New	+$2.05M	1.58%	17

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

BCI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kistler-Tiffany Companies's DEM Position: Q2 2021 in Review

Kistler-Tiffany Companies sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2021, closing a stake of 209 shares — an estimated $9K sold.

Kistler-Tiffany Companies first reported a position in DEM in Q2 2013 and held it in 31 quarters. The position peaked at $1.85M in Q2 2013. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

Kistler-Tiffany Companies reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2021 after selling out during the quarter.
Kistler-Tiffany Companies sold 209 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $9K.
Kistler-Tiffany Companies first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 31 quarters.
Kistler-Tiffany Companies's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.85M in Q2 2013.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2021, filed 4 Aug 2021.