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

WP 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
2018 Q4	–	Sell	-289	Closed	-$13K	–	105
2018 Q3	$13K	Hold	289	–	–	0.01%	203
2018 Q2	$12K	Buy	+289	New	+$13.2K	0.01%	216

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $3.51B AUM 13.98% 1-Year Est. Return

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

BCI

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

Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

WP Advisors's DEM Position: Q4 2018 in Review

WP Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2018, closing a stake of 289 shares — an estimated $13K sold.

WP Advisors first reported a position in DEM in Q2 2018 and held it in 2 quarters. The position peaked at $13K in Q3 2018. 251 funds tracked by Wall St. Rank hold DEM as of Q4 2018.

WP Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2018 after selling out during the quarter.
WP Advisors sold 289 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2018, an estimated $13K.
WP Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 2 quarters.
WP Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $13K in Q3 2018.
251 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.