YWP
DEM icon

YorkBridge Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-200
Closed -$9K – 876
2017
Q3 		$9K Sell
200
-70
-26% -$3.02K ﹤0.01% 647
2017
Q2 		$11K Hold
270
– – 0.01% 613
2017
Q1 		$11K Sell
270
-100
-27% -$3.98K 0.01% 607
2016
Q4 		$14K Buy
+370
New +$13.8K 0.01% 514

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
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
FFW
Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CC
Cornerstone Capital Palo Alto, California $1B AUM 21.47% 1-Year Est. Return

YorkBridge Wealth Partners's DEM Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2017, closing a stake of 200 shares — an estimated $9K sold.

YorkBridge Wealth Partners first reported a position in DEM in Q4 2016 and held it in 4 quarters. The position peaked at $14K in Q4 2016. 226 funds tracked by Wall St. Rank hold DEM as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 200 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2017, an estimated $9K.
  • YorkBridge Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $14K in Q4 2016.
  • 226 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.