Ameliora Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Ameliora Wealth Management’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	-283	Closed	-$10.6K	–	190
2023 Q3	$10.6K	Hold	283	–	–	0.01%	183
2023 Q2	$10.8K	Hold	283	–	–	0.01%	169
2023 Q1	$10.7K	Hold	283	–	–	0.01%	185
2022 Q4	$10.1K	Sell	283 -394	-58%	-$13.7K	0.01%	203
2022 Q3	$22K	Buy	+677	New	+$24.5K	0.01%	171

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

Ameliora Wealth Management's DEM Position: Q4 2023 in Review

Ameliora Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 283 shares — an estimated $10.6K sold.

Ameliora Wealth Management first reported a position in DEM in Q3 2022 and held it in 5 quarters. The position peaked at $22K in Q3 2022. 300 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

Ameliora Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
Ameliora Wealth Management sold 283 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $10.6K.
Ameliora Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2022 and held it in 5 quarters.
Ameliora Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $22K in Q3 2022.
300 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on Ameliora Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.