Perella Weinberg Partners Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Perella Weinberg Partners 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
2019 Q3	–	Sell	-93,152	Closed	-$4.16M	–	53
2019 Q2	$4.16M	Hold	93,152	–	–	0.18%	112
2019 Q1	$4.08M	Buy	+93,152	New	+$4.02M	0.19%	111

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

AAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

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

Perella Weinberg Partners Capital Management's DEM Position: Q3 2019 in Review

Perella Weinberg Partners Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 93,152 shares — an estimated $4.16M sold.

Perella Weinberg Partners Capital Management first reported a position in DEM in Q1 2019 and held it in 2 quarters. The position peaked at $4.16M in Q2 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Perella Weinberg Partners Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Perella Weinberg Partners Capital Management sold 93,152 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $4.16M.
Perella Weinberg Partners Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and held it in 2 quarters.
Perella Weinberg Partners Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.16M in Q2 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Perella Weinberg Partners Capital Management's 13F filing for Q3 2019, filed 8 Nov 2019.