Marino Stram & Associates’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Marino Stram & Associates’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 Q2	–	Sell	-300	Closed	-$13K	–	193
2019 Q1	$13K	Hold	300	–	–	0.01%	278
2018 Q4	$12K	Hold	300	–	–	0.01%	258
2018 Q3	$13K	Hold	300	–	–	0.01%	275
2018 Q2	$13K	Buy	300 +8	+3%	+$366	0.01%	274
2018 Q1	$14K	Hold	292	–	–	0.01%	284
2017 Q4	$13K	Buy	+292	New	+$12.8K	0.01%	286

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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

Marino Stram & Associates's DEM Position: Q2 2019 in Review

Marino Stram & Associates sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2019, closing a stake of 300 shares — an estimated $13K sold.

Marino Stram & Associates first reported a position in DEM in Q4 2017 and held it in 6 quarters. The position peaked at $14K in Q1 2018. 258 funds tracked by Wall St. Rank hold DEM as of Q2 2019.

Marino Stram & Associates reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2019 after selling out during the quarter.
Marino Stram & Associates sold 300 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2019, an estimated $13K.
Marino Stram & Associates first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 6 quarters.
Marino Stram & Associates's WisdomTree Emerging Markets High Dividend Fund position peaked at $14K in Q1 2018.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2019.

Based on Marino Stram & Associates's 13F filing for Q2 2019, filed 19 Jul 2019.