MKD Wealth Coaches’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

MKD Wealth Coaches’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	-59,848	Closed	-$2.74M	–	38
2019 Q4	$2.74M	Buy	59,848 +657	+1%	+$28.5K	2.33%	19
2019 Q3	$2.44M	Buy	59,191 +1,114	+2%	+$47.7K	2.54%	17
2019 Q2	$2.59M	Sell	58,077 -29,233	-33%	-$1.28M	2.31%	18
2019 Q1	$3.83M	Buy	+87,310	New	+$3.77M	3.87%	12

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 $4.05B AUM 19.01% 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

MKD Wealth Coaches's DEM Position: Q1 2020 in Review

MKD Wealth Coaches sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 59,848 shares — an estimated $2.74M sold.

MKD Wealth Coaches first reported a position in DEM in Q1 2019 and held it in 4 quarters. The position peaked at $3.83M in Q1 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

MKD Wealth Coaches reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
MKD Wealth Coaches sold 59,848 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $2.74M.
MKD Wealth Coaches first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and held it in 4 quarters.
MKD Wealth Coaches's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.83M in Q1 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on MKD Wealth Coaches's 13F filing for Q1 2020, filed 12 May 2020.