Northwest Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Northwest Wealth Management’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 Q2	–	Sell	-1,451	Closed	-$64K	–	201
2019 Q1	$64K	Hold	1,451	–	–	0.05%	199
2018 Q4	$58K	Sell	1,451 -160	-10%	-$6.56K	0.05%	191
2018 Q3	$70K	Sell	1,611 -68	-4%	-$2.96K	0.05%	188
2018 Q2	$72K	Hold	1,679	–	–	0.05%	182
2018 Q1	$81K	Buy	+1,679	New	+$80.3K	0.06%	165

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 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

Northwest Wealth Management's DEM Position: Q2 2019 in Review

Northwest Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2019, closing a stake of 1,451 shares — an estimated $64K sold.

Northwest Wealth Management first reported a position in DEM in Q1 2018 and held it in 5 quarters. The position peaked at $81K in Q1 2018. 258 funds tracked by Wall St. Rank hold DEM as of Q2 2019.

Northwest Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 1,451 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2019, an estimated $64K.
Northwest Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $81K in Q1 2018.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.