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RGT Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

RGT Wealth 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
2017
Q2 		– Sell
-32,155
Closed -$1.31M – 95
2017
Q1 		$1.31M Buy
+32,155
New +$1.28M 0.89% 17

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RGT Wealth Advisors's DEM Position: Q2 2017 in Review

RGT Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2017, closing a stake of 32,155 shares — an estimated $1.31M sold.

RGT Wealth Advisors first reported a position in DEM in Q1 2017 and held it in 1 quarter. The position peaked at $1.31M in Q1 2017. 202 funds tracked by Wall St. Rank hold DEM as of Q2 2017.

  • RGT Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 32,155 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2017, an estimated $1.31M.
  • RGT Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2017 and held it in 1 quarter.
  • RGT Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.31M in Q1 2017.
  • 202 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2017.

Based on RGT Wealth Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.