Mark Sheptoff Financial Planning’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Mark Sheptoff Financial Planning’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 Q3	–	Sell	-23	Closed	-$1K	–	362
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	334
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	336
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	315
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	351
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	355
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	367
2017 Q4	$1K	Hold	23	–	–	﹤0.01%	359
2017 Q3	$1K	Hold	23	–	–	﹤0.01%	359
2017 Q2	$1K	Sell	23 -1	-4%	-$41	﹤0.01%	350
2017 Q1	$1K	Buy	24 +1	+4%	+$40	﹤0.01%	350
2016 Q4	$1K	Hold	23	–	–	﹤0.01%	337
2016 Q3	$1K	Buy	+23	New	+$868	﹤0.01%	335

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

AAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Mark Sheptoff Financial Planning's DEM Position: Q3 2019 in Review

Mark Sheptoff Financial Planning sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 23 shares — an estimated $1K sold.

Mark Sheptoff Financial Planning first reported a position in DEM in Q3 2016 and held it in 12 quarters. The position peaked at $1K in Q2 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Mark Sheptoff Financial Planning reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 23 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $1K.
Mark Sheptoff Financial Planning first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2016 and held it in 12 quarters.
Mark Sheptoff Financial Planning's WisdomTree Emerging Markets High Dividend Fund position peaked at $1K in Q2 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2019, filed 12 Nov 2019.