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

MainStreet Investment 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
2020
Q2 		– Sell
-17,479
Closed -$564K – 246
2020
Q1 		$564K Buy
17,479
+1,470
+9% +$59.6K 0.07% 143
2019
Q4 		$732K Buy
+16,009
New +$696K 0.08% 110

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $3.51B AUM 13.98% 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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MainStreet Investment Advisors's DEM Position: Q2 2020 in Review

MainStreet Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 17,479 shares — an estimated $564K sold.

MainStreet Investment Advisors first reported a position in DEM in Q4 2019 and held it in 2 quarters. The position peaked at $732K in Q4 2019. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

  • MainStreet Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • MainStreet Investment Advisors sold 17,479 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $564K.
  • MainStreet Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 2 quarters.
  • MainStreet Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $732K in Q4 2019.
  • 241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on MainStreet Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.