Weaver Consulting Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Weaver Consulting Group’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
2020 Q4	–	Sell	-285	Closed	-$10K	–	312
2020 Q3	$10K	Hold	285	–	–	0.01%	562
2020 Q2	$10K	Sell	285 -500	-64%	-$17.6K	0.01%	527
2020 Q1	$25K	Sell	785 -2,375	-75%	-$96.2K	0.02%	303
2019 Q4	$131K	Hold	3,160	–	–	0.07%	145
2019 Q3	$139K	Hold	3,160	–	–	0.07%	132
2019 Q2	$141K	Hold	3,160	–	–	0.08%	125
2019 Q1	$137K	Buy	+3,160	New	+$137K	0.04%	265

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

FMLI

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

Weaver Consulting Group's DEM Position: Q4 2020 in Review

Weaver Consulting Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2020, closing a stake of 285 shares — an estimated $10K sold.

Weaver Consulting Group first reported a position in DEM in Q1 2019 and held it in 7 quarters. The position peaked at $141K in Q2 2019. 260 funds tracked by Wall St. Rank hold DEM as of Q4 2020.

Weaver Consulting Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 285 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2020, an estimated $10K.
Weaver Consulting Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $141K in Q2 2019.
260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.