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Legacy Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Legacy Advisors’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
-1,450
Closed -$62K – 469
2018
Q2 		$62K Buy
+1,450
New +$66.3K 0.05% 169

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
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
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Legacy Advisors's DEM Position: Q3 2018 in Review

Legacy Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2018, closing a stake of 1,450 shares — an estimated $62K sold.

Legacy Advisors first reported a position in DEM in Q2 2018 and held it in 1 quarter. The position peaked at $62K in Q2 2018. 244 funds tracked by Wall St. Rank hold DEM as of Q3 2018.

  • Legacy Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 1,450 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2018, an estimated $62K.
  • Legacy Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 1 quarter.
  • Legacy Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $62K in Q2 2018.
  • 244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.