SeaCrest Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

SeaCrest Wealth Management’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	-11,806	Closed	-$527K	–	547
2019 Q2	$527K	Hold	11,806	–	–	0.11%	227
2019 Q1	$518K	Buy	11,806 +4,097	+53%	+$177K	0.09%	224
2018 Q4	$310K	Sell	7,709 -2,975	-28%	-$122K	0.06%	320
2018 Q3	$467K	Sell	10,684 -629	-6%	-$27.4K	0.08%	273
2018 Q2	$485K	Sell	11,313 -264	-2%	-$12.1K	0.09%	246
2018 Q1	$554K	Buy	11,577 +28	+0.2%	+$1.34K	0.1%	218
2017 Q4	$524K	Buy	+11,549	New	+$505K	0.1%	223

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

SeaCrest Wealth Management's DEM Position: Q3 2019 in Review

SeaCrest Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 11,806 shares — an estimated $527K sold.

SeaCrest Wealth Management first reported a position in DEM in Q4 2017 and held it in 7 quarters. The position peaked at $554K in Q1 2018. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

SeaCrest Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 11,806 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $527K.
SeaCrest Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $554K in Q1 2018.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on SeaCrest Wealth Management's 13F filing for Q3 2019, filed 15 Oct 2019.