Surevest’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Surevest’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	-103,163	Closed	-$4.72M	–	104
2019 Q4	$4.72M	Buy	103,163 +9,715	+10%	+$422K	2.02%	7
2019 Q3	$3.86M	Buy	93,448 +6,329	+7%	+$271K	1.9%	10
2019 Q2	$3.89M	Buy	87,119 +4,125	+5%	+$181K	2.02%	9
2019 Q1	$3.64M	Buy	82,994 +14,097	+20%	+$609K	2.24%	9
2018 Q4	$2.77M	Buy	+68,897	New	+$2.82M	2.18%	10

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

Surevest's DEM Position: Q1 2020 in Review

Surevest sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 103,163 shares — an estimated $4.72M sold.

Surevest first reported a position in DEM in Q4 2018 and held it in 5 quarters. The position peaked at $4.72M in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

Surevest reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
Surevest sold 103,163 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $4.72M.
Surevest first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 5 quarters.
Surevest's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.72M in Q4 2019.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.