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RAFFA WEALTH MANAGEMENT, LLC’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2017
Q3 		– Sell
-10,105
Closed -$414K – 300
2017
Q2 		$414K Buy
+10,105
New +$414K 0.18% 44

Other funds holding DEM

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DEM Position: Q3 2017 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2017, closing a stake of 10,105 shares — an estimated $414K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DEM in Q2 2017 and held it in 1 quarter. The position peaked at $414K in Q2 2017. 191 funds tracked by Wall St. Rank hold DEM as of Q3 2017.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2017 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 10,105 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2017, an estimated $414K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC's WisdomTree Emerging Markets High Dividend Fund position peaked at $414K in Q2 2017.
  • 191 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2017.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q3 2017, filed 27 Jul 2026.