Rehmann Capital Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Rehmann Capital Advisory Group’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	-1,210	Closed	-$54K	–	1749
2019 Q2	$54K	Buy	1,210 +730	+152%	+$32K	0.01%	804
2019 Q1	$21K	Buy	+480	New	+$20.7K	﹤0.01%	1105
2018 Q4	–	Sell	-480	Closed	-$21K	–	1873
2018 Q3	$21K	Hold	480	–	–	﹤0.01%	1102
2018 Q2	$20.6K	Sell	480 -689	-59%	-$31.5K	﹤0.01%	1100
2018 Q1	$56K	Buy	+1,169	New	+$55.9K	0.01%	714

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

Rehmann Capital Advisory Group's DEM Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 1,210 shares — an estimated $54K sold.

Rehmann Capital Advisory Group first reported a position in DEM in Q1 2018 and held it in 5 quarters. The position peaked at $56K in Q1 2018. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,210 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $54K.
Rehmann Capital Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 5 quarters.
Rehmann Capital Advisory Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $56K in Q1 2018.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.