Squar Milner Financial Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Squar Milner Financial 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
2019 Q1	–	Sell	-650	Closed	-$26K	–	824
2018 Q4	$26K	Sell	650 -656	-50%	-$26.9K	0.03%	363
2018 Q3	$57K	Sell	1,306 -700	-35%	-$30.5K	0.05%	287
2018 Q2	$86K	Buy	+2,006	New	+$91.8K	0.08%	265

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Squar Milner Financial Services's DEM Position: Q1 2019 in Review

Squar Milner Financial Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2019, closing a stake of 650 shares — an estimated $26K sold.

Squar Milner Financial Services first reported a position in DEM in Q2 2018 and held it in 3 quarters. The position peaked at $86K in Q2 2018. 260 funds tracked by Wall St. Rank hold DEM as of Q1 2019.

Squar Milner Financial Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2019 after selling out during the quarter.
Squar Milner Financial Services sold 650 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2019, an estimated $26K.
Squar Milner Financial Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 3 quarters.
Squar Milner Financial Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $86K in Q2 2018.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2019.

Based on Squar Milner Financial Services's 13F filing for Q1 2019, filed 25 Apr 2019.