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Tobias Financial Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Tobias Financial 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
2020
Q1 		– Sell
-80
Closed -$3K – 105
2019
Q4 		$3K Buy
+80
New +$3.48K ﹤0.01% 239

Other funds holding DEM

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AL
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
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
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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Tobias Financial Advisors's DEM Position: Q1 2020 in Review

Tobias Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 80 shares — an estimated $3K sold.

Tobias Financial Advisors first reported a position in DEM in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

  • Tobias Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 80 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $3K.
  • Tobias Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $3K in Q4 2019.
  • 249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.