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Well Done LLC’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Well Done 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
2020
Q1 		– Sell
-4,465
Closed -$204K – 137
2019
Q4 		$204K Buy
+4,465
New +$194K 0.05% 149
2019
Q1 		– Sell
-4,070
Closed -$163K – 260
2018
Q4 		$163K Sell
4,070
-83,353
-95% -$3.42M 0.05% 151
2018
Q3 		$302K Buy
87,423
+53
+0.1% +$2.31K 0.09% 110
2018
Q2 		$295K Sell
87,370
-6,406
-7% -$293K 0.09% 107
2018
Q1 		$627K Buy
+93,776
New +$4.48M 0.19% 55

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
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

Well Done LLC's DEM Position: Q1 2020 in Review

Well Done LLC sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2020, closing a stake of 4,465 shares — an estimated $204K sold.

Well Done LLC first reported a position in DEM in Q1 2018 and held it in 5 quarters. The position peaked at $627K in Q1 2018. 249 funds tracked by Wall St. Rank hold DEM as of Q1 2020.

  • Well Done LLC reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Well Done LLC sold 4,465 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2020, an estimated $204K.
  • Well Done LLC first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 5 quarters.
  • Well Done LLC's WisdomTree Emerging Markets High Dividend Fund position peaked at $627K in Q1 2018.
  • 249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2020.

Based on Well Done LLC's 13F filing for Q1 2020, filed 16 Apr 2020.