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

Aprio 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 Q3	–	Sell	-25,669	Closed	-$982K	–	182
2023 Q2	$982K	Buy	25,669 +18,639	+265%	+$716K	0.27%	45
2023 Q1	$266K	Buy	+7,030	New	+$265K	0.08%	112

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 22.96% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Aprio Wealth Management's DEM Position: Q3 2023 in Review

Aprio Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 25,669 shares — an estimated $982K sold.

Aprio Wealth Management first reported a position in DEM in Q1 2023 and held it in 2 quarters. The position peaked at $982K in Q2 2023. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

Aprio Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
Aprio Wealth Management sold 25,669 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $982K.
Aprio Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and held it in 2 quarters.
Aprio Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $982K in Q2 2023.
279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Aprio Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.