Lee Financial’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Lee Financial’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 Q2	–	Sell	-1	Closed	–	–	524
2019 Q1	$0	Hold	1	–	–	﹤0.01%	519
2018 Q4	$0	Hold	1	–	–	﹤0.01%	447
2018 Q3	$0	Hold	1	–	–	﹤0.01%	526
2018 Q2	$0	Hold	1	–	–	﹤0.01%	787
2018 Q1	$0	Hold	1	–	–	﹤0.01%	753
2017 Q4	$0	Sell	1 -9	-90%	-$393	﹤0.01%	479
2017 Q3	$0	Sell	10 -1,900	-99%	-$81.9K	﹤0.01%	487
2017 Q2	$78K	Hold	1,910	–	–	0.03%	162
2017 Q1	$78K	Buy	1,910 +1	+0.1%	+$40	0.03%	148
2016 Q4	$71K	Buy	+1,909	New	+$71.2K	0.04%	152

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

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

AAS

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

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

Lee Financial's DEM Position: Q2 2019 in Review

Lee Financial sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2019, closing a stake of 1 share.

Lee Financial first reported a position in DEM in Q4 2016 and held it in 10 quarters. The position peaked at $78K in Q2 2017. 258 funds tracked by Wall St. Rank hold DEM as of Q2 2019.

Lee Financial reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2019 after selling out during the quarter.
Lee Financial sold 1 WisdomTree Emerging Markets High Dividend Fund share in Q2 2019.
Lee Financial first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2016 and held it in 10 quarters.
Lee Financial's WisdomTree Emerging Markets High Dividend Fund position peaked at $78K in Q2 2017.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2019.

Based on Lee Financial's 13F filing for Q2 2019, filed 30 Jul 2019.