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

Reilly Financial 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
2019 Q1	–	Sell	-100	Closed	-$4K	–	964
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	780
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	853
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	835
2018 Q1	$5K	Hold	100	–	–	﹤0.01%	769
2017 Q4	$5K	Hold	100	–	–	﹤0.01%	768
2017 Q3	$4K	Hold	100	–	–	﹤0.01%	796
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	801
2017 Q1	$4K	Hold	100	–	–	﹤0.01%	778
2016 Q4	$4K	Hold	100	–	–	﹤0.01%	697
2016 Q3	$4K	Hold	100	–	–	﹤0.01%	669
2016 Q2	$4K	Hold	100	–	–	﹤0.01%	632
2016 Q1	$3K	Sell	100 -60	-38%	-$1.88K	﹤0.01%	1015
2015 Q4	$5K	Hold	160	–	–	﹤0.01%	921
2015 Q3	$5K	Hold	160	–	–	﹤0.01%	953
2015 Q2	$7K	Hold	160	–	–	﹤0.01%	962
2015 Q1	$7K	Sell	160 -200	-56%	-$8.54K	﹤0.01%	928
2014 Q4	$15K	Sell	360 -600	-63%	-$27.2K	﹤0.01%	445
2014 Q3	$46K	Hold	960	–	–	0.01%	270
2014 Q2	$50K	Buy	960 +300	+45%	+$15.2K	0.01%	265
2014 Q1	$32K	Buy	+660	New	+$31.4K	0.01%	345

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

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

AAS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Reilly Financial Advisors's DEM Position: Q1 2019 in Review

Reilly Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2019, closing a stake of 100 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in DEM in Q1 2014 and held it in 20 quarters. The position peaked at $50K in Q2 2014. 260 funds tracked by Wall St. Rank hold DEM as of Q1 2019.

Reilly Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2019 after selling out during the quarter.
Reilly Financial Advisors sold 100 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2019, an estimated $4K.
Reilly Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2014 and held it in 20 quarters.
Reilly Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $50K in Q2 2014.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2019.

Based on Reilly Financial Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.