Live Your Vision’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Live Your Vision’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 Q1	$11K	Buy	250 +200	+400%	+$8.64K	﹤0.01%	194
2018 Q4	$2K	Hold	50	–	–	﹤0.01%	230
2018 Q3	$2K	Buy	+50	New	+$2.17K	﹤0.01%	244
2016 Q4	–	Sell	-150	Closed	-$6K	–	299
2016 Q3	$6K	Buy	+150	New	+$5.66K	﹤0.01%	200
2015 Q4	–	Sell	-1,380	Closed	-$46K	–	122
2015 Q3	$46K	Buy	+1,380	New	+$52.3K	0.02%	120
2015 Q1	–	Sell	-4,769	Closed	-$202K	–	61
2014 Q4	$202K	Sell	4,769 -1,398	-23%	-$63.5K	0.1%	51
2014 Q3	$290K	Sell	6,167 -125,485	-95%	-$6.53M	0.15%	38
2014 Q2	$6.83M	Sell	131,652 -3,193	-2%	-$162K	3.58%	10
2014 Q1	$6.62M	Sell	134,845 -14,400	-10%	-$685K	3.5%	11
2013 Q4	$7.62M	Buy	149,245 +2,686	+2%	+$140K	4.2%	9
2013 Q3	$7.58M	Buy	146,559 +4,267	+3%	+$214K	4.37%	9
2013 Q2	$6.81M	Buy	+142,292	New	+$7.63M	4.07%	11

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

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Live Your Vision's DEM Position: Q1 2019 in Review

Live Your Vision increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 400% in Q1 2019, buying an estimated $8.64K and bringing the position to 250 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Live Your Vision first reported a position in DEM in Q2 2013 and has held it in 12 quarters since. The position peaked at $7.62M in Q4 2013. 260 funds tracked by Wall St. Rank hold DEM as of Q1 2019.

Live Your Vision held 250 shares of WisdomTree Emerging Markets High Dividend Fund worth $11K as of Q1 2019.
Live Your Vision bought 200 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2019, an estimated $8.64K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Live Your Vision's portfolio in Q1 2019, its #194 holding.
Live Your Vision first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 12 quarters since.
Live Your Vision's WisdomTree Emerging Markets High Dividend Fund position peaked at $7.62M in Q4 2013.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.