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

Perennial 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
Q1 		– Sell
-5,081
Closed -$233K – 123
2019
Q4 		$233K Buy
+5,081
New +$221K 0.18% 112

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Perennial Investment Advisors's DEM Position: Q1 2020 in Review

Perennial Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 5,081 shares — an estimated $233K sold.

Perennial Investment Advisors first reported a position in DEM in Q4 2019 and held it in 1 quarter. The position peaked at $233K in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

  • Perennial Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Perennial Investment Advisors sold 5,081 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $233K.
  • Perennial Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Perennial Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $233K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Perennial Investment Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.