TCI Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

TCI Wealth 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
2021 Q3	–	Sell	-50	Closed	-$2K	–	2418
2021 Q2	$2K	Buy	+50	New	+$2.29K	﹤0.01%	1983
2019 Q4	–	Sell	-460	Closed	-$19K	–	1561
2019 Q3	$19K	Buy	+460	New	+$19.7K	0.01%	503
2019 Q2	–	Sell	-1,558	Closed	-$68K	–	1444
2019 Q1	$68K	Buy	+1,558	New	+$67.3K	0.03%	291
2014 Q4	–	Sell	-273	Closed	-$13K	–	895
2014 Q3	$13K	Hold	273	–	–	0.01%	396
2014 Q2	$14K	Buy	+273	New	+$13.8K	0.01%	399
2013 Q4	–	Sell	-100	Closed	-$5K	–	861
2013 Q3	$5K	Buy	+100	New	+$5.03K	﹤0.01%	480

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

TCI Wealth Advisors's DEM Position: Q3 2021 in Review

TCI Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2021, closing a stake of 50 shares — an estimated $2K sold.

TCI Wealth Advisors first reported a position in DEM in Q3 2013 and held it in 6 quarters. The position peaked at $68K in Q1 2019. 245 funds tracked by Wall St. Rank hold DEM as of Q3 2021.

TCI Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2021 after selling out during the quarter.
TCI Wealth Advisors sold 50 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2021, an estimated $2K.
TCI Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2013 and held it in 6 quarters.
TCI Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $68K in Q1 2019.
245 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2021.

Based on TCI Wealth Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.