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

American Portfolios 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
2022 Q3	$356K	Sell	10,957 -874	-7%	-$31.7K	0.02%	778
2022 Q2	$438K	Buy	11,831 +166	+1%	+$6.76K	0.02%	717
2022 Q1	$510K	Buy	11,665 +1,461	+14%	+$64.9K	0.02%	721
2021 Q4	$442K	Buy	10,204 +328	+3%	+$14.3K	0.01%	794
2021 Q3	$431K	Buy	9,876 +1,067	+12%	+$47.8K	0.02%	768
2021 Q2	$402K	Buy	8,809 +449	+5%	+$20.6K	0.02%	815
2021 Q1	$371K	Buy	8,360 +1,606	+24%	+$69.1K	0.02%	779
2020 Q4	$278K	Buy	6,754 +263	+4%	+$10.1K	0.01%	766
2020 Q3	$229K	Sell	6,491 -752	-10%	-$28.2K	0.01%	744
2020 Q2	$262K	Sell	7,243 -119	-2%	-$4.19K	0.02%	653
2020 Q1	$237K	Sell	7,362 -52	-0.7%	-$2.11K	0.02%	596
2019 Q4	$339K	Sell	7,414 -186	-2%	-$8.08K	0.02%	552
2019 Q3	$314K	Buy	7,600 +14	+0.2%	+$599	0.03%	552
2019 Q2	$339K	Buy	7,586 +603	+9%	+$26.4K	0.03%	532
2019 Q1	$306K	Buy	6,983 +1,444	+26%	+$62.4K	0.03%	506
2018 Q4	$222K	Sell	5,539 -164	-3%	-$6.72K	0.03%	483
2018 Q3	$249K	Sell	5,703 -99	-2%	-$4.31K	0.03%	510
2018 Q2	$249K	Sell	5,802 -245	-4%	-$11.2K	0.03%	462
2018 Q1	$289K	Buy	6,047 +124	+2%	+$5.93K	0.04%	389
2017 Q4	$269K	Buy	+5,923	New	+$259K	0.04%	395

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

American Portfolios Advisors's DEM Position: Q3 2022 in Review

American Portfolios Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 7.4% in Q3 2022, selling an estimated $31.7K and leaving 10,957 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #778.

American Portfolios Advisors first reported a position in DEM in Q4 2017 and has held it in 20 quarters since. The position peaked at $510K in Q1 2022. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

American Portfolios Advisors held 10,957 shares of WisdomTree Emerging Markets High Dividend Fund worth $356K as of Q3 2022.
American Portfolios Advisors sold 874 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $31.7K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #778 holding.
American Portfolios Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $510K in Q1 2022.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.