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

Manchester 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
2021 Q2	–	Sell	-1,415	Closed	-$63K	–	217
2021 Q1	$63K	Hold	1,415	–	–	0.03%	153
2020 Q4	$58K	Hold	1,415	–	–	0.04%	133
2020 Q3	$50K	Buy	1,415 +1,300	+1,130%	+$48.7K	0.04%	127
2020 Q2	$4K	Hold	115	–	–	﹤0.01%	398
2020 Q1	$4K	Hold	115	–	–	﹤0.01%	367
2019 Q4	$5K	Buy	+115	New	+$5K	﹤0.01%	417
2019 Q3	–	Sell	-115	Closed	-$5K	–	147
2019 Q2	$5K	Buy	+115	New	+$5.03K	﹤0.01%	375

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Manchester Financial's DEM Position: Q2 2021 in Review

Manchester Financial sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2021, closing a stake of 1,415 shares — an estimated $63K sold.

Manchester Financial first reported a position in DEM in Q2 2019 and held it in 7 quarters. The position peaked at $63K in Q1 2021. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

Manchester Financial reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2021 after selling out during the quarter.
Manchester Financial sold 1,415 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $63K.
Manchester Financial first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2019 and held it in 7 quarters.
Manchester Financial's WisdomTree Emerging Markets High Dividend Fund position peaked at $63K in Q1 2021.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.