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

Transamerica 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
2018 Q3	–	Sell	-336	Closed	-$15K	–	515
2018 Q2	$15K	Sell	336 -64	-16%	-$2.93K	﹤0.01%	253
2018 Q1	$20K	Sell	400 -1	-0.2%	-$48	﹤0.01%	250
2017 Q4	$19K	Buy	401 +37	+10%	+$1.62K	﹤0.01%	252
2017 Q3	$16K	Sell	364 -49	-12%	-$2.11K	﹤0.01%	260
2017 Q2	$17K	Buy	413 +61	+17%	+$2.5K	﹤0.01%	241
2017 Q1	$15K	Sell	352 -32	-8%	-$1.27K	﹤0.01%	247
2016 Q4	$15K	Buy	+384	New	+$14.3K	﹤0.01%	239
2016 Q2	–	Sell	-2,069	Closed	-$73K	–	460
2016 Q1	$73K	Buy	+2,069	New	+$64.7K	0.01%	336
2015 Q3	–	Sell	-29	Closed	-$2K	–	844
2015 Q2	$2K	Buy	+29	New	+$1.33K	﹤0.01%	750

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Transamerica Financial Advisors's DEM Position: Q3 2018 in Review

Transamerica Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2018, closing a stake of 336 shares — an estimated $15K sold.

Transamerica Financial Advisors first reported a position in DEM in Q2 2015 and held it in 9 quarters. The position peaked at $73K in Q1 2016. 244 funds tracked by Wall St. Rank hold DEM as of Q3 2018.

Transamerica Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2018 after selling out during the quarter.
Transamerica Financial Advisors sold 336 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2018, an estimated $15K.
Transamerica Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2015 and held it in 9 quarters.
Transamerica Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $73K in Q1 2016.
244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2018.

Based on Transamerica Financial Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.