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

Parkside 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
-37,544
Closed -$1.72M – 61
2019
Q4 		$1.72M Sell
37,544
-22,137
-37% -$962K 0.77% 19
2019
Q3 		$2.46M Sell
59,681
-9,479
-14% -$406K 1.3% 17
2019
Q2 		$3.09M Buy
69,160
+1,845
+3% +$80.8K 1.71% 16
2019
Q1 		$2.95M Buy
67,315
+580
+0.9% +$25.1K 1.68% 16
2018
Q4 		$2.68M Buy
66,735
+9,978
+18% +$409K 1.64% 16
2018
Q3 		$2.48M Sell
56,757
-437
-0.8% -$19K 1.66% 19
2018
Q2 		$2.45M Sell
57,194
-227
-0.4% -$10.4K 1.74% 18
2018
Q1 		$2.75M Sell
57,421
-3,236
-5% -$155K 1.96% 17
2017
Q4 		$2.75M Sell
60,657
-1,501
-2% -$65.6K 1.94% 17
2017
Q3 		$2.67M Sell
62,158
-2,545
-4% -$110K 1.89% 17
2017
Q2 		$2.65M Sell
64,703
-2,565
-4% -$105K 1.89% 17
2017
Q1 		$2.75M Buy
67,268
+738
+1% +$29.4K 1.99% 16
2016
Q4 		$2.48M Sell
66,530
-1,111
-2% -$41.5K 1.88% 16
2016
Q3 		$2.54M Sell
67,641
-2,602
-4% -$98.2K 1.88% 16
2016
Q2 		$2.49M Buy
70,243
+807
+1% +$27.9K 1.76% 16
2016
Q1 		$2.42M Buy
69,436
+9,174
+15% +$287K 1.69% 16
2015
Q4 		$2.02M Sell
60,262
-98
-0.2% -$3.36K 1.5% 17
2015
Q3 		$2.02M Sell
60,360
-6,404
-10% -$243K 1.5% 17
2015
Q2 		$2.9M Buy
66,764
+1,962
+3% +$89.8K 1.98% 15
2015
Q1 		$2.75M Buy
64,802
+7,875
+14% +$336K 1.9% 15
2014
Q4 		$2.4M Buy
56,927
+1,847
+3% +$83.9K 1.73% 16
2014
Q3 		$2.63M Buy
55,080
+178
+0.3% +$9.27K 1.93% 16
2014
Q2 		$2.85M Buy
54,902
+3,124
+6% +$158K 2.03% 16
2014
Q1 		$2.54M Buy
51,778
+15,774
+44% +$750K 1.95% 16
2013
Q4 		$1.84M Buy
+36,004
New +$1.88M 1.5% 19

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Parkside Advisors's DEM Position: Q1 2020 in Review

Parkside Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 37,544 shares — an estimated $1.72M sold.

Parkside Advisors first reported a position in DEM in Q4 2013 and held it in 25 quarters. The position peaked at $3.09M in Q2 2019. 248 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

  • Parkside Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Parkside Advisors sold 37,544 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $1.72M.
  • Parkside Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 25 quarters.
  • Parkside Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.09M in Q2 2019.
  • 248 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Parkside Advisors's 13F filing for Q1 2020, filed 7 Apr 2020.