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

Wealthcare 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
2019 Q2	–	Sell	-294	Closed	-$13K	–	182
2019 Q1	$13K	Hold	294	–	–	﹤0.01%	149
2018 Q4	$12K	Hold	294	–	–	﹤0.01%	149
2018 Q3	$13K	Hold	294	–	–	﹤0.01%	150
2018 Q2	$13K	Hold	294	–	–	﹤0.01%	143
2018 Q1	$14K	Hold	294	–	–	﹤0.01%	129
2017 Q4	$13K	Hold	294	–	–	﹤0.01%	129
2017 Q3	$13K	Hold	294	–	–	﹤0.01%	121
2017 Q2	$12K	Hold	294	–	–	﹤0.01%	119
2017 Q1	$12K	Hold	294	–	–	﹤0.01%	122
2016 Q4	$11K	Hold	294	–	–	﹤0.01%	118
2016 Q3	$11K	Hold	294	–	–	﹤0.01%	121
2016 Q2	$10K	Hold	294	–	–	﹤0.01%	121
2016 Q1	$10K	Hold	294	–	–	﹤0.01%	130
2015 Q4	$9K	Buy	+294	New	+$10.1K	﹤0.01%	143
2015 Q2	–	Sell	-7,165	Closed	-$305K	–	503
2015 Q1	$305K	Buy	+7,165	New	+$306K	0.04%	77

Other funds holding DEM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

FMLI

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Wealthcare Capital Management's DEM Position: Q2 2019 in Review

Wealthcare Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2019, closing a stake of 294 shares — an estimated $13K sold.

Wealthcare Capital Management first reported a position in DEM in Q1 2015 and held it in 15 quarters. The position peaked at $305K in Q1 2015. 258 funds tracked by Wall St. Rank hold DEM as of Q2 2019.

Wealthcare Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2019 after selling out during the quarter.
Wealthcare Capital Management sold 294 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2019, an estimated $13K.
Wealthcare Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2015 and held it in 15 quarters.
Wealthcare Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $305K in Q1 2015.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2019.

Based on Wealthcare Capital Management's 13F filing for Q2 2019, filed 30 Jul 2019.