KMG Fiduciary Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

KMG Fiduciary Partners’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 Q4	–	Sell	-8,102	Closed	-$335K	–	130
2019 Q3	$335K	Sell	8,102 -879	-10%	-$37.6K	0.11%	93
2019 Q2	$401K	Sell	8,981 -4,662	-34%	-$204K	0.15%	82
2019 Q1	$598K	Sell	13,643 -4,573	-25%	-$198K	0.23%	70
2018 Q4	$731K	Buy	+18,216	New	+$747K	0.33%	55

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

KMG Fiduciary Partners's DEM Position: Q4 2019 in Review

KMG Fiduciary Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2019, closing a stake of 8,102 shares — an estimated $335K sold.

KMG Fiduciary Partners first reported a position in DEM in Q4 2018 and held it in 4 quarters. The position peaked at $731K in Q4 2018. 286 funds tracked by Wall St. Rank hold DEM as of Q4 2019.

KMG Fiduciary Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2019 after selling out during the quarter.
KMG Fiduciary Partners sold 8,102 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2019, an estimated $335K.
KMG Fiduciary Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 4 quarters.
KMG Fiduciary Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $731K in Q4 2018.
286 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2019.

Based on KMG Fiduciary Partners's 13F filing for Q4 2019, filed 29 Jan 2020.