Baldrige Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Baldrige Asset 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 Q1	$13K	Buy	+344	New	+$13K	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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Baldrige Asset Management's DEM Position: Q1 2023 in Review

Baldrige Asset Management opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2023: 344 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #245 among its holdings.

267 funds tracked by Wall St. Rank hold DEM as of Q1 2023.

Baldrige Asset Management held 344 shares of WisdomTree Emerging Markets High Dividend Fund worth $13K as of Q1 2023.
WisdomTree Emerging Markets High Dividend Fund was a new Baldrige Asset Management position in Q1 2023.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #245 holding.
267 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.