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Shoker Investment Counsel’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Shoker Investment Counsel’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
Q2 		– Sell
-6,412
Closed -$281K – 101
2019
Q1 		$281K Sell
6,412
-110
-2% -$4.75K 0.21% 82
2018
Q4 		$261K Sell
6,522
-2,281
-26% -$93.5K 0.22% 86
2018
Q3 		$384K Hold
8,803
– – 0.28% 79
2018
Q2 		$377K Sell
8,803
-343
-4% -$15.7K 0.28% 76
2018
Q1 		$437K Sell
9,146
-1,418
-13% -$67.8K 0.33% 70
2017
Q4 		$479K Buy
10,564
+160
+2% +$6.99K 0.35% 70
2017
Q3 		$447K Sell
10,404
-563
-5% -$24.3K 0.34% 68
2017
Q2 		$449K Sell
10,967
-411
-4% -$16.8K 0.35% 64
2017
Q1 		$464K Sell
11,378
-29
-0.3% -$1.16K 0.39% 62
2016
Q4 		$425K Buy
11,407
+145
+1% +$5.41K 0.35% 67
2016
Q3 		$423K Sell
11,262
-838
-7% -$31.6K 0.36% 67
2016
Q2 		$428K Buy
12,100
+55
+0.5% +$1.9K 0.38% 66
2016
Q1 		$419K Hold
12,045
– – 0.39% 63
2015
Q4 		$381K Sell
12,045
-4,322
-26% -$148K 0.38% 62
2015
Q3 		$547K Buy
16,367
+252
+2% +$9.56K 0.58% 51
2015
Q2 		$699K Sell
16,115
-172
-1% -$7.87K 0.66% 48
2015
Q1 		$692K Buy
16,287
+775
+5% +$33.1K 0.66% 47
2014
Q4 		$653K Sell
15,512
-89
-0.6% -$4.04K 0.6% 50
2014
Q3 		$745K Sell
15,601
-863
-5% -$44.9K 0.69% 48
2014
Q2 		$853K Buy
16,464
+114
+0.7% +$5.77K 0.76% 46
2014
Q1 		$802K Buy
16,350
+1,113
+7% +$52.9K 0.75% 48
2013
Q4 		$778K Buy
+15,237
New +$794K 0.72% 46

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
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
UBS Group
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
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Shoker Investment Counsel's DEM Position: Q2 2019 in Review

Shoker Investment Counsel sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2019, closing a stake of 6,412 shares — an estimated $281K sold.

Shoker Investment Counsel first reported a position in DEM in Q4 2013 and held it in 22 quarters. The position peaked at $853K in Q2 2014. 258 funds tracked by Wall St. Rank hold DEM as of Q2 2019.

  • Shoker Investment Counsel reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2019 after selling out during the quarter.
  • Shoker Investment Counsel sold 6,412 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2019, an estimated $281K.
  • Shoker Investment Counsel first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 22 quarters.
  • Shoker Investment Counsel's WisdomTree Emerging Markets High Dividend Fund position peaked at $853K in Q2 2014.
  • 258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2019.

Based on Shoker Investment Counsel's 13F filing for Q2 2019, filed 9 Aug 2019.