Wells Trecaso Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wells Trecaso Financial 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
2019 Q3	–	Sell	-4,544	Closed	-$203K	–	69
2019 Q2	$203K	Buy	+4,544	New	+$199K	0.17%	66
2018 Q2	–	Sell	-4,544	Closed	-$217K	–	69
2018 Q1	$217K	Hold	4,544	–	–	0.21%	61
2017 Q4	$206K	Buy	+4,544	New	+$199K	0.2%	63

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

AAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

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

Wells Trecaso Financial Group's DEM Position: Q3 2019 in Review

Wells Trecaso Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2019, closing a stake of 4,544 shares — an estimated $203K sold.

Wells Trecaso Financial Group first reported a position in DEM in Q4 2017 and held it in 3 quarters. The position peaked at $217K in Q1 2018. 249 funds tracked by Wall St. Rank hold DEM as of Q3 2019.

Wells Trecaso Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2019 after selling out during the quarter.
Wells Trecaso Financial Group sold 4,544 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2019, an estimated $203K.
Wells Trecaso Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 3 quarters.
Wells Trecaso Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $217K in Q1 2018.
249 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2019.

Based on Wells Trecaso Financial Group's 13F filing for Q3 2019, filed 16 Oct 2019.