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

WFG Advisors’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
2017 Q2	$268K	Buy	6,544 +1,518	+30%	+$62.2K	0.06%	301
2017 Q1	$205K	Buy	5,026 +2,350	+88%	+$93.7K	0.05%	330
2016 Q4	$100K	Sell	2,676 -229	-8%	-$8.55K	0.02%	522
2016 Q3	$109K	Buy	2,905 +158	+6%	+$5.96K	0.03%	494
2016 Q2	$97K	Buy	2,747 +6	+0.2%	+$208	0.03%	503
2016 Q1	$95K	Buy	2,741 +354	+15%	+$11.1K	0.03%	479
2015 Q4	$76K	Sell	2,387 -262	-10%	-$8.99K	0.02%	542
2015 Q3	$89K	Sell	2,649 -937	-26%	-$35.5K	0.03%	481
2015 Q2	$156K	Buy	3,586 +718	+25%	+$32.9K	0.04%	408
2015 Q1	$122K	Buy	2,868 +713	+33%	+$30.4K	0.03%	469
2014 Q4	$91K	Sell	2,155 -11,287	-84%	-$513K	0.02%	669
2014 Q3	$642K	Sell	13,442 -242	-2%	-$12.6K	0.12%	204
2014 Q2	$709K	Sell	13,684 -236	-2%	-$11.9K	0.13%	187
2014 Q1	$683K	Buy	13,920 +1,419	+11%	+$67.5K	0.14%	186
2013 Q4	$638K	Buy	12,501 +76	+0.6%	+$3.96K	0.09%	258
2013 Q3	$642K	Sell	12,425 -3	-0%	-$151	0.1%	229
2013 Q2	$601K	Buy	+12,428	New	+$667K	0.1%	234

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WFG Advisors's DEM Position: Q2 2017 in Review

WFG Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 30% in Q2 2017, buying an estimated $62.2K and bringing the position to 6,544 shares worth $268K. The position accounts for 0.06% of the portfolio, ranked #301.

WFG Advisors first reported a position in DEM in Q2 2013 and has held it in 17 quarters since. The position peaked at $709K in Q2 2014. 201 funds tracked by Wall St. Rank hold DEM as of Q2 2017.

WFG Advisors held 6,544 shares of WisdomTree Emerging Markets High Dividend Fund worth $268K as of Q2 2017.
WFG Advisors bought 1,518 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2017, an estimated $62.2K.
WisdomTree Emerging Markets High Dividend Fund made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #301 holding.
WFG Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $709K in Q2 2014.
201 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.