NEXT Financial Holdings’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$100K	Buy	+2,268	New	+$98K	0.03%	531

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

NEXT Financial Holdings's DEM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2019: 2,268 shares worth $100K. The stake represents 0.03% of the portfolio and ranks #531 among its holdings.

260 funds tracked by Wall St. Rank hold DEM as of Q1 2019.

NEXT Financial Holdings held 2,268 shares of WisdomTree Emerging Markets High Dividend Fund worth $100K as of Q1 2019.
WisdomTree Emerging Markets High Dividend Fund was a new NEXT Financial Holdings position in Q1 2019.
WisdomTree Emerging Markets High Dividend Fund made up 0.03% of NEXT Financial Holdings's portfolio in Q1 2019, its #531 holding.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.