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

AlphaQ 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
2023 Q4	–	Sell	-20,648	Closed	-$774K	–	166
2023 Q3	$774K	Sell	20,648 -6,546	-24%	-$254K	0.67%	39
2023 Q2	$1.04M	Sell	27,194 -175	-0.6%	-$6.73K	0.77%	35
2023 Q1	$1.04M	Buy	27,369 +583	+2%	+$22K	0.88%	27
2022 Q4	$955K	Buy	+26,786	New	+$929K	0.83%	33

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AlphaQ Advisors's DEM Position: Q4 2023 in Review

AlphaQ Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 20,648 shares — an estimated $774K sold.

AlphaQ Advisors first reported a position in DEM in Q4 2022 and held it in 4 quarters. The position peaked at $1.04M in Q2 2023. 300 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

AlphaQ Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
AlphaQ Advisors sold 20,648 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $774K.
AlphaQ Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 4 quarters.
AlphaQ Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.04M in Q2 2023.
300 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on AlphaQ Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.