Alpine Woods Capital Investors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Alpine Woods Capital Investors’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
2021 Q4	–	Sell	-26,886	Closed	-$1.17M	–	215
2021 Q3	$1.17M	Hold	26,886	–	–	0.13%	144
2021 Q2	$1.23M	Hold	26,886	–	–	0.13%	146
2021 Q1	$1.19M	Hold	26,886	–	–	0.13%	152
2020 Q4	$1.11M	Hold	26,886	–	–	0.13%	149
2020 Q3	$947K	Sell	26,886 -6,000	-18%	-$225K	0.14%	152
2020 Q2	$1.19M	Hold	32,886	–	–	0.23%	111
2020 Q1	$1.06M	Buy	32,886 +26,886	+448%	+$1.09M	0.24%	106
2019 Q4	$275K	Hold	6,000	–	–	0.05%	229
2019 Q3	$248K	Sell	6,000 -15,000	-71%	-$642K	0.05%	228
2019 Q2	$938K	Hold	21,000	–	–	0.19%	120
2019 Q1	$921K	Hold	21,000	–	–	0.2%	118
2018 Q4	$843K	Buy	+21,000	New	+$861K	0.2%	118

Other funds holding DEM

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

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

AAS

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FMLI

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

Alpine Woods Capital Investors's DEM Position: Q4 2021 in Review

Alpine Woods Capital Investors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2021, closing a stake of 26,886 shares — an estimated $1.17M sold.

Alpine Woods Capital Investors first reported a position in DEM in Q4 2018 and held it in 12 quarters. The position peaked at $1.23M in Q2 2021. 258 funds tracked by Wall St. Rank hold DEM as of Q4 2021.

Alpine Woods Capital Investors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2021 after selling out during the quarter.
Alpine Woods Capital Investors sold 26,886 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2021, an estimated $1.17M.
Alpine Woods Capital Investors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 12 quarters.
Alpine Woods Capital Investors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.23M in Q2 2021.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2021.

Based on Alpine Woods Capital Investors's 13F filing for Q4 2021, filed 3 Feb 2022.