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Moser Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Moser Wealth 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
-6,350
Closed -$291K – 127
2019
Q4 		$291K Buy
+6,350
New +$276K 0.28% 47

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AL
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Moser Wealth Advisors's DEM Position: Q1 2020 in Review

Moser Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 6,350 shares — an estimated $291K sold.

Moser Wealth Advisors first reported a position in DEM in Q4 2019 and held it in 1 quarter. The position peaked at $291K in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

  • Moser Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 6,350 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $291K.
  • Moser Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Moser Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $291K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Moser Wealth Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.