Simon Quick Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Simon Quick 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	-1,082	Closed	-$48.3K	–	403
2019 Q2	$48.3K	Buy	+1,082	New	+$47.4K	0.02%	126
2017 Q4	–	Sell	-511	Closed	-$22K	–	468
2017 Q3	$22K	Hold	511	–	–	0.01%	348
2017 Q2	$21K	Hold	511	–	–	0.01%	176
2017 Q1	$21K	Buy	+511	New	+$20.4K	0.01%	210

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

Simon Quick Advisors's DEM Position: Q3 2019 in Review

Simon Quick Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 1,082 shares — an estimated $48.3K sold.

Simon Quick Advisors first reported a position in DEM in Q1 2017 and held it in 4 quarters. The position peaked at $48.3K in Q2 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Simon Quick Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Simon Quick Advisors sold 1,082 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $48.3K.
Simon Quick Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2017 and held it in 4 quarters.
Simon Quick Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $48.3K in Q2 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Simon Quick Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.