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

Merriman 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 Q1	–	Sell	-28,288	Closed	-$1.29M	–	155
2019 Q4	$1.29M	Buy	28,288 +1,820	+7%	+$79.1K	0.25%	74
2019 Q3	$1.09M	Sell	26,468 -10,469	-28%	-$448K	0.22%	83
2019 Q2	$16.7K	Buy	36,937 +852	+2%	+$37.3K	0.32%	62
2019 Q1	$1.58M	Buy	+36,085	New	+$1.56M	0.3%	66
2018 Q2	–	Sell	-63,669	Closed	-$3.04M	–	174
2018 Q1	$3.04M	Buy	+63,669	New	+$3.04M	0.8%	27
2014 Q1	–	Sell	-38,893	Closed	-$1.99M	–	43
2013 Q4	$1.99M	Buy	38,893 +1,559	+4%	+$81.2K	0.84%	30
2013 Q3	$1.93M	Buy	+37,334	New	+$1.88M	1.01%	28

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Merriman Wealth Management's DEM Position: Q1 2020 in Review

Merriman Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 28,288 shares — an estimated $1.29M sold.

Merriman Wealth Management first reported a position in DEM in Q3 2013 and held it in 7 quarters. The position peaked at $3.04M in Q1 2018. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Merriman Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Merriman Wealth Management sold 28,288 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $1.29M.
Merriman Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2013 and held it in 7 quarters.
Merriman Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.04M in Q1 2018.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Merriman Wealth Management's 13F filing for Q1 2020, filed 22 Apr 2020.