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

Ropes 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
2019 Q3	–	Sell	-274	Closed	-$12K	–	554
2019 Q2	$12K	Hold	274	–	–	﹤0.01%	465
2019 Q1	$12K	Sell	274 -40	-13%	-$1.73K	﹤0.01%	437
2018 Q4	$13K	Hold	314	–	–	﹤0.01%	411
2018 Q3	$14K	Sell	314 -134	-30%	-$5.83K	﹤0.01%	434
2018 Q2	$19K	Sell	448 -23	-5%	-$1.05K	0.01%	417
2018 Q1	$23K	Hold	471	–	–	0.01%	392
2017 Q4	$21K	Hold	471	–	–	0.01%	432
2017 Q3	$20K	Hold	471	–	–	0.01%	406
2017 Q2	$19K	Buy	+471	New	+$19.3K	0.01%	398

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

Ropes Wealth Advisors's DEM Position: Q3 2019 in Review

Ropes Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 274 shares — an estimated $12K sold.

Ropes Wealth Advisors first reported a position in DEM in Q2 2017 and held it in 9 quarters. The position peaked at $23K in Q1 2018. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Ropes Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Ropes Wealth Advisors sold 274 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $12K.
Ropes Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 9 quarters.
Ropes Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $23K in Q1 2018.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Ropes Wealth Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.