Transcend Capital Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Transcend Capital 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 Q2	–	Sell	-5,345	Closed	-$968K	–	136
2020 Q1	$968K	Sell	5,345 -42,247	-89%	-$1.71M	0.29%	97
2019 Q4	$2.18M	Buy	+47,592	New	+$2.07M	0.59%	53

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

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

Transcend Capital Advisors's DEM Position: Q2 2020 in Review

Transcend Capital Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 5,345 shares — an estimated $968K sold.

Transcend Capital Advisors first reported a position in DEM in Q4 2019 and held it in 2 quarters. The position peaked at $2.18M in Q4 2019. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

Transcend Capital Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Transcend Capital Advisors sold 5,345 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $968K.
Transcend Capital Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 2 quarters.
Transcend Capital Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.18M in Q4 2019.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Transcend Capital Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.