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Twin Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Twin Capital Management’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
-35,655
Closed -$1.15M – 264
2020
Q1 		$1.15M Buy
35,655
+3,710
+12% +$150K 0.12% 175
2019
Q4 		$1.46M Sell
31,945
-2,460
-7% -$107K 0.12% 194
2019
Q3 		$1.42M Sell
34,405
-1,440
-4% -$61.6K 0.1% 195
2019
Q2 		$1.6M Buy
35,845
+13,570
+61% +$594K 0.11% 183
2019
Q1 		$977K Sell
22,275
-680
-3% -$29.4K 0.05% 253
2018
Q4 		$922K Buy
22,955
+740
+3% +$30.3K 0.05% 239
2018
Q3 		$970K Buy
22,215
+220
+1% +$9.57K 0.04% 273
2018
Q2 		$943K Sell
21,995
-1,720
-7% -$78.7K 0.05% 267
2018
Q1 		$1.13M Sell
23,715
-2,330
-9% -$111K 0.06% 261
2017
Q4 		$1.18M Sell
26,045
-925
-3% -$40.4K 0.06% 265
2017
Q3 		$1.16M Buy
26,970
+12,170
+82% +$524K 0.06% 269
2017
Q2 		$607K Buy
+14,800
New +$607K 0.04% 303

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Twin Capital Management's DEM Position: Q2 2020 in Review

Twin Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 35,655 shares — an estimated $1.15M sold.

Twin Capital Management first reported a position in DEM in Q2 2017 and held it in 12 quarters. The position peaked at $1.6M in Q2 2019. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

  • Twin Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Twin Capital Management sold 35,655 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $1.15M.
  • Twin Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 12 quarters.
  • Twin Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.6M in Q2 2019.
  • 241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Twin Capital Management's 13F filing for Q2 2020, filed 4 Aug 2020.