Peak Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Peak Capital 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
2018 Q3	–	Sell	-305	Closed	-$13K	–	89
2018 Q2	$13K	Buy	+305	New	+$14K	0.01%	122

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

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

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

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

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 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

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

Peak Capital Management's DEM Position: Q3 2018 in Review

Peak Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2018, closing a stake of 305 shares — an estimated $13K sold.

Peak Capital Management first reported a position in DEM in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 244 funds tracked by Wall St. Rank hold DEM as of Q3 2018.

Peak Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2018 after selling out during the quarter.
Peak Capital Management sold 305 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2018, an estimated $13K.
Peak Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 1 quarter.
Peak Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $13K in Q2 2018.
244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.