Shine Investment Advisory Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Shine Investment Advisory Services’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
2020 Q1	–	Sell	-4,919	Closed	-$225K	–	725
2019 Q4	$225K	Buy	4,919 +43	+0.9%	+$1.87K	0.09%	117
2019 Q3	$201K	Buy	4,876 +187	+4%	+$8K	0.1%	111
2019 Q2	$209K	Buy	4,689 +11	+0.2%	+$481	0.1%	113
2019 Q1	$205K	Hold	4,678	–	–	0.1%	116
2018 Q4	$188K	Buy	4,678 +145	+3%	+$5.94K	0.09%	109
2018 Q3	$198K	Hold	4,533	–	–	0.1%	108
2018 Q2	$194K	Buy	4,533 +44	+1%	+$2.01K	0.1%	108
2018 Q1	$215K	Buy	4,489 +28	+0.6%	+$1.34K	0.11%	95
2017 Q4	$202K	Buy	4,461 +96	+2%	+$4.2K	0.1%	102
2017 Q3	$188K	Buy	4,365 +45	+1%	+$1.94K	0.1%	102
2017 Q2	$177K	Buy	+4,320	New	+$177K	0.09%	99

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

Shine Investment Advisory Services's DEM Position: Q1 2020 in Review

Shine Investment Advisory Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 4,919 shares — an estimated $225K sold.

Shine Investment Advisory Services first reported a position in DEM in Q2 2017 and held it in 11 quarters. The position peaked at $225K in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Shine Investment Advisory Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 4,919 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $225K.
Shine Investment Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 11 quarters.
Shine Investment Advisory Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $225K in Q4 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Shine Investment Advisory Services's 13F filing for Q1 2020, filed 27 Apr 2020.