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SignalPoint Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

SignalPoint Asset 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
2021
Q1 		– Sell
-8,643
Closed -$356K – 221
2020
Q4 		$356K Sell
8,643
-570
-6% -$21.8K 0.13% 150
2020
Q3 		$325K Sell
9,213
-30
-0.3% -$1.12K 0.14% 149
2020
Q2 		$334K Sell
9,243
-160
-2% -$5.64K 0.15% 134
2020
Q1 		$303K Buy
9,403
+455
+5% +$18.4K 0.16% 125
2019
Q4 		$410K Buy
8,948
+45
+0.5% +$1.96K 0.17% 117
2019
Q3 		$368K Buy
8,903
+14
+0.2% +$599 0.16% 131
2019
Q2 		$397K Sell
8,889
-3,895
-30% -$170K 0.19% 135
2019
Q1 		$561K Buy
12,784
+26
+0.2% +$1.12K 0.25% 104
2018
Q4 		$512K Buy
12,758
+749
+6% +$30.7K 0.25% 104
2018
Q3 		$524K Buy
12,009
+135
+1% +$5.87K 0.23% 113
2018
Q2 		$509K Buy
11,874
+67
+0.6% +$3.06K 0.24% 120
2018
Q1 		$565K Sell
11,807
-164
-1% -$7.84K 0.27% 107
2017
Q4 		$543K Buy
11,971
+46
+0.4% +$2.01K 0.26% 108
2017
Q3 		$512K Sell
11,925
-10,720
-47% -$462K 0.26% 107
2017
Q2 		$928K Buy
22,645
+40
+0.2% +$1.64K 0.25% 94
2017
Q1 		$923K Buy
22,605
+1,217
+6% +$48.5K 0.26% 96
2016
Q4 		$799K Sell
21,388
-43
-0.2% -$1.6K 0.21% 102
2016
Q3 		$805K Buy
21,431
+9,637
+82% +$364K 0.21% 88
2016
Q2 		$418K Sell
11,794
-933
-7% -$32.3K 0.17% 136
2016
Q1 		$443K Buy
12,727
+373
+3% +$11.7K 0.19% 113
2015
Q4 		$391K Sell
12,354
-1,027
-8% -$35.2K 0.17% 107
2015
Q3 		$448K Sell
13,381
-19
-0.1% -$721 0.2% 94
2015
Q2 		$569K Hold
13,400
– – 0.24% 81
2015
Q1 		$569K Buy
13,400
+3,338
+33% +$143K 0.24% 81
2014
Q4 		$424K Buy
10,062
+2,412
+32% +$110K 0.19% 93
2014
Q3 		$366K Buy
7,650
+941
+14% +$49K 0.18% 99
2014
Q2 		$348K Sell
6,709
-813
-11% -$41.2K 0.16% 109
2014
Q1 		$369K Buy
7,522
+1,044
+16% +$49.6K 0.17% 98
2013
Q4 		$331K Buy
6,478
+499
+8% +$26K 0.15% 114
2013
Q3 		$309K Sell
5,979
-6,290
-51% -$316K 0.2% 88
2013
Q2 		$593K Buy
+12,269
New +$658K 0.48% 45

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SignalPoint Asset Management's DEM Position: Q1 2021 in Review

SignalPoint Asset Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2021, closing a stake of 8,643 shares — an estimated $356K sold.

SignalPoint Asset Management first reported a position in DEM in Q2 2013 and held it in 31 quarters. The position peaked at $928K in Q2 2017. 262 funds tracked by Wall St. Rank hold DEM as of Q1 2021.

  • SignalPoint Asset Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • SignalPoint Asset Management sold 8,643 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2021, an estimated $356K.
  • SignalPoint Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 31 quarters.
  • SignalPoint Asset Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $928K in Q2 2017.
  • 262 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2021.

Based on SignalPoint Asset Management's 13F filing for Q1 2021, filed 3 May 2021.