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

Wilshire 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
2020 Q2	–	Sell	-35,655	Closed	-$1.15M	–	25
2020 Q1	$1.15M	Buy	35,655 +3,710	+12%	+$150K	1.25%	23
2019 Q4	$1.46M	Sell	31,945 -2,460	-7%	-$107K	1.3%	24
2019 Q3	$1.42M	Sell	34,405 -1,440	-4%	-$61.6K	1.27%	24
2019 Q2	$1.6M	Buy	35,845 +13,570	+61%	+$594K	1.42%	23
2019 Q1	$977K	Sell	22,275 -680	-3%	-$29.4K	0.92%	25
2018 Q4	$922K	Buy	22,955 +740	+3%	+$30.3K	0.97%	22
2018 Q3	$970K	Buy	22,215 +220	+1%	+$9.57K	0.92%	24
2018 Q2	$943K	Sell	21,995 -1,720	-7%	-$78.7K	0.89%	23
2018 Q1	$1.13M	Sell	23,715 -2,330	-9%	-$111K	1.06%	21
2017 Q4	$1.18M	Buy	+26,045	New	+$1.14M	1.1%	19
2017 Q3	–	Sell	-14,800	Closed	-$607K	–	25
2017 Q2	$607K	Buy	+14,800	New	+$607K	0.53%	21

Other funds holding DEM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

FMLI

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

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

Wilshire Advisors's DEM Position: Q2 2020 in Review

Wilshire Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2020, closing a stake of 35,655 shares — an estimated $1.15M sold.

Wilshire Advisors first reported a position in DEM in Q2 2017 and held it in 11 quarters. The position peaked at $1.6M in Q2 2019. 241 funds tracked by Wall St. Rank hold DEM as of Q2 2020.

Wilshire Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2020 after selling out during the quarter.
Wilshire Advisors sold 35,655 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2020, an estimated $1.15M.
Wilshire Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 11 quarters.
Wilshire Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.6M in Q2 2019.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2020.

Based on Wilshire Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.