Americana Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Americana Partners’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	–	Sell	-5,670	Closed	-$209K	–	249
2022 Q2	$209K	Buy	+5,670	New	+$231K	0.04%	226
2022 Q1	–	Sell	-5,670	Closed	-$245K	–	245
2021 Q4	$245K	Buy	5,670 +500	+10%	+$21.8K	0.04%	224
2021 Q3	$225K	Buy	+5,170	New	+$232K	0.05%	221

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 $3.51B AUM 13.98% 1-Year Est. Return

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

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

Americana Partners's DEM Position: Q3 2022 in Review

Americana Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 5,670 shares — an estimated $209K sold.

Americana Partners first reported a position in DEM in Q3 2021 and held it in 3 quarters. The position peaked at $245K in Q4 2021. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

Americana Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Americana Partners sold 5,670 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $209K.
Americana Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2021 and held it in 3 quarters.
Americana Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $245K in Q4 2021.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Americana Partners's 13F filing for Q3 2022, filed 14 Nov 2022.