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

Bellwether 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 Q4	–	Sell	-91	Closed	-$2K	–	473
2022 Q3	$2K	Hold	91	–	–	﹤0.01%	379
2022 Q2	$3K	Hold	91	–	–	﹤0.01%	311
2022 Q1	$3K	Hold	91	–	–	﹤0.01%	410
2021 Q4	$3K	Hold	91	–	–	﹤0.01%	444
2021 Q3	$3K	Hold	91	–	–	﹤0.01%	421
2021 Q2	$4K	Sell	91 -60	-40%	-$2.75K	﹤0.01%	334
2021 Q1	$6K	Hold	151	–	–	﹤0.01%	284
2020 Q4	$6K	Buy	+151	New	+$5.79K	﹤0.01%	259

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

AAS

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Bellwether Advisors's DEM Position: Q4 2022 in Review

Bellwether Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 91 shares — an estimated $2K sold.

Bellwether Advisors first reported a position in DEM in Q4 2020 and held it in 8 quarters. The position peaked at $6K in Q1 2021. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

Bellwether Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Bellwether Advisors sold 91 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $2K.
Bellwether Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 8 quarters.
Bellwether Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $6K in Q1 2021.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Bellwether Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.