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

TRUE Private 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 Q1	–	Sell	-263	Closed	-$10K	–	342
2020 Q4	$10K	Buy	263 +1	+0.4%	+$38	﹤0.01%	531
2020 Q3	$9K	Buy	262 +7	+3%	+$262	﹤0.01%	509
2020 Q2	$9K	Buy	255 +4	+2%	+$141	﹤0.01%	502
2020 Q1	$8K	Hold	251	–	–	﹤0.01%	479
2019 Q4	$11K	Buy	+251	New	+$10.9K	﹤0.01%	580
2019 Q3	–	Sell	-364	Closed	-$16K	–	338
2019 Q2	$16K	Buy	+364	New	+$15.9K	﹤0.01%	484
2018 Q4	–	Sell	-597	Closed	-$26.1K	–	397
2018 Q3	$26.1K	Buy	+597	New	+$26K	﹤0.01%	561

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TRUE Private Wealth Advisors's DEM Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2021, closing a stake of 263 shares — an estimated $10K sold.

TRUE Private Wealth Advisors first reported a position in DEM in Q3 2018 and held it in 7 quarters. The position peaked at $26.1K in Q3 2018. 262 funds tracked by Wall St. Rank hold DEM as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 263 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2021, an estimated $10K.
TRUE Private Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $26.1K in Q3 2018.
262 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.