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

Amplius Wealth 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 Q1	–	Sell	-2,335	Closed	-$101K	–	344
2021 Q4	$101K	Buy	+2,335	New	+$102K	0.01%	245

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Amplius Wealth Advisors's DEM Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2022, closing a stake of 2,335 shares — an estimated $101K sold.

Amplius Wealth Advisors first reported a position in DEM in Q4 2021 and held it in 1 quarter. The position peaked at $101K in Q4 2021. 264 funds tracked by Wall St. Rank hold DEM as of Q1 2022.

Amplius Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 2,335 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2022, an estimated $101K.
Amplius Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $101K in Q4 2021.
264 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.