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

Albion 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
2023
Q1 		– Sell
-342
Closed -$12.2K – 455
2022
Q4 		$12.2K Buy
+342
New +$11.9K ﹤0.01% 293

Other funds holding DEM

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Bank of America
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Albion Financial Group's DEM Position: Q1 2023 in Review

Albion Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2023, closing a stake of 342 shares — an estimated $12.2K sold.

Albion Financial Group first reported a position in DEM in Q4 2022 and held it in 1 quarter. The position peaked at $12.2K in Q4 2022. 267 funds tracked by Wall St. Rank hold DEM as of Q1 2023.

  • Albion Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Albion Financial Group sold 342 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2023, an estimated $12.2K.
  • Albion Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 1 quarter.
  • Albion Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $12.2K in Q4 2022.
  • 267 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2023.

Based on Albion Financial Group's 13F filing for Q1 2023, filed 18 Apr 2023.