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

Valeo 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
2021 Q2	–	Sell	-130	Closed	-$6K	–	821
2021 Q1	$6K	Hold	130	–	–	﹤0.01%	1500
2020 Q4	$5K	Hold	130	–	–	﹤0.01%	1354
2020 Q3	$5K	Hold	130	–	–	﹤0.01%	1241
2020 Q2	$5K	Sell	130 -63	-33%	-$2.22K	﹤0.01%	1510
2020 Q1	$7K	Sell	193 -13	-6%	-$527	﹤0.01%	1196
2019 Q4	$9K	Sell	206 -22	-10%	-$956	﹤0.01%	1134
2019 Q3	$9K	Sell	228 -23	-9%	-$984	﹤0.01%	1048
2019 Q2	$11K	Hold	251	–	–	﹤0.01%	991
2019 Q1	$11K	Buy	251 +45	+22%	+$1.94K	﹤0.01%	935
2018 Q4	$8K	Hold	206	–	–	﹤0.01%	937
2018 Q3	$8K	Sell	206 -475	-70%	-$20.7K	﹤0.01%	1028
2018 Q2	$29K	Buy	+681	New	+$31.2K	﹤0.01%	664

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

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

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

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

Valeo Financial Advisors's DEM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2021, closing a stake of 130 shares — an estimated $6K sold.

Valeo Financial Advisors first reported a position in DEM in Q2 2018 and held it in 12 quarters. The position peaked at $29K in Q2 2018. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

Valeo Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 130 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $6K.
Valeo Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $29K in Q2 2018.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.