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Wealthspire Advisors (Maryland)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wealthspire Advisors (Maryland)’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
2018
Q2 		– Sell
-261
Closed -$12K – 2458
2018
Q1 		$12K Buy
+261
New +$12.5K ﹤0.01% 1488

Other funds holding DEM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DEM Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2018, closing a stake of 261 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in DEM in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 243 funds tracked by Wall St. Rank hold DEM as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 261 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2018, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $12K in Q1 2018.
  • 243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.