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

OneDigital 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 Q3	–	Sell	-13,117	Closed	-$483K	–	668
2020 Q2	$483K	Sell	13,117 -636	-5%	-$22.4K	0.03%	319
2020 Q1	$455K	Buy	13,753 +3,679	+37%	+$149K	0.04%	292
2019 Q4	$461K	Sell	10,074 -2,354	-19%	-$102K	0.04%	323
2019 Q3	$514K	Buy	12,428 +232	+2%	+$9.93K	0.05%	271
2019 Q2	$545K	Buy	12,196 +3,638	+43%	+$159K	0.04%	235
2019 Q1	$382K	Buy	8,558 +2,884	+51%	+$125K	0.06%	202
2018 Q4	$228K	Buy	+5,674	New	+$233K	0.04%	243
2018 Q3	–	Sell	-2,255	Closed	-$97K	–	1068
2018 Q2	$97K	Hold	2,255	–	–	0.02%	344
2018 Q1	$108K	Buy	+2,255	New	+$108K	0.02%	325

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OneDigital Investment Advisors's DEM Position: Q3 2020 in Review

OneDigital Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2020, closing a stake of 13,117 shares — an estimated $483K sold.

OneDigital Investment Advisors first reported a position in DEM in Q1 2018 and held it in 9 quarters. The position peaked at $545K in Q2 2019. 234 funds tracked by Wall St. Rank hold DEM as of Q3 2020.

OneDigital Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 13,117 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2020, an estimated $483K.
OneDigital Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 9 quarters.
OneDigital Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $545K in Q2 2019.
234 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2020.

Based on OneDigital Investment Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.