Moneta Group Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Moneta Group Investment Advisors’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	-14,070	Closed	-$644K	–	248
2019 Q4	$644K	Buy	14,070 +6	+0%	+$261	0.05%	152
2019 Q3	$581K	Sell	14,064 -602	-4%	-$25.8K	0.05%	153
2019 Q2	$655K	Sell	14,666 -662	-4%	-$29K	0.06%	141
2019 Q1	$672K	Sell	15,328 -986	-6%	-$42.6K	0.07%	122
2018 Q4	$655K	Buy	+16,314	New	+$669K	0.08%	121

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

Moneta Group Investment Advisors's DEM Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 14,070 shares — an estimated $644K sold.

Moneta Group Investment Advisors first reported a position in DEM in Q4 2018 and held it in 5 quarters. The position peaked at $672K in Q1 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Moneta Group Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 14,070 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $644K.
Moneta Group Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 5 quarters.
Moneta Group Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $672K in Q1 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.