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Meridian Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Meridian Wealth Management’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
-15,246
Closed -$491K – 234
2020
Q1 		$491K Buy
+15,246
New +$618K 0.22% 105

Other funds holding DEM

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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

Meridian Wealth Management's DEM Position: Q2 2020 in Review

Meridian Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 15,246 shares — an estimated $491K sold.

Meridian Wealth Management first reported a position in DEM in Q1 2020 and held it in 1 quarter. The position peaked at $491K in Q1 2020. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

  • Meridian Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Meridian Wealth Management sold 15,246 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $491K.
  • Meridian Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2020 and held it in 1 quarter.
  • Meridian Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $491K in Q1 2020.
  • 241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Meridian Wealth Management's 13F filing for Q2 2020, filed 15 Jul 2020.