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WealthOne’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

WealthOne’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
Q1 		– Sell
-1,367
Closed -$55K – 173
2018
Q4 		$55K Buy
+1,367
New +$56K 0.05% 169

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1.12B AUM 28.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

WealthOne's DEM Position: Q1 2019 in Review

WealthOne sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2019, closing a stake of 1,367 shares — an estimated $55K sold.

WealthOne first reported a position in DEM in Q4 2018 and held it in 1 quarter. The position peaked at $55K in Q4 2018. 259 funds tracked by Wall St. Rank hold DEM as of Q1 2019.

  • WealthOne reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 1,367 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2019, an estimated $55K.
  • WealthOne first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 1 quarter.
  • WealthOne's WisdomTree Emerging Markets High Dividend Fund position peaked at $55K in Q4 2018.
  • 259 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.