LWM
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Liberty Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Liberty 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
2020
Q3 		– Sell
-10
Closed – – 874
2020
Q2 		$0 Buy
+10
New +$352 ﹤0.01% 880

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Creative Planning
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AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Liberty Wealth Management's DEM Position: Q3 2020 in Review

Liberty Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2020, closing a stake of 10 shares.

Liberty Wealth Management first reported a position in DEM in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 234 funds tracked by Wall St. Rank hold DEM as of Q3 2020.

  • Liberty Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 10 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2020.
  • Liberty Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2020 and held it in 1 quarter.
  • Liberty Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $0 in Q2 2020.
  • 234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.