MGO One Seven’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

MGO One Seven’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	-7,418	Closed	-$329K	–	595
2021 Q1	$329K	Buy	+7,418	New	+$319K	0.06%	390
2019 Q1	–	Sell	-979	Closed	-$39K	–	680
2018 Q4	$39K	Buy	+979	New	+$40.1K	0.02%	701
2018 Q1	$25K	Hold	519	–	–	0.01%	800
2017 Q4	$24K	Buy	+519	New	+$22.7K	0.01%	815

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 $3.51B AUM 13.98% 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

MGO One Seven's DEM Position: Q2 2021 in Review

MGO One Seven sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2021, closing a stake of 7,418 shares — an estimated $329K sold.

MGO One Seven first reported a position in DEM in Q4 2017 and held it in 4 quarters. The position peaked at $329K in Q1 2021. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

MGO One Seven reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2021 after selling out during the quarter.
MGO One Seven sold 7,418 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $329K.
MGO One Seven first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 4 quarters.
MGO One Seven's WisdomTree Emerging Markets High Dividend Fund position peaked at $329K in Q1 2021.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on MGO One Seven's 13F filing for Q2 2021, filed 29 Jul 2021.