BFEC
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Benjamin F. Edwards & Company’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Benjamin F. Edwards & Company’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
-6,262
Closed -$240K – 1753
2023
Q2 		$240K Hold
6,262
– – 0.01% 686
2023
Q1 		$237K Sell
6,262
-338
-5% -$12.8K 0.01% 675
2022
Q4 		$235K Hold
6,600
– – 0.01% 674
2022
Q3 		$215K Buy
6,600
+780
+13% +$28.3K 0.01% 655
2022
Q2 		$216K Sell
5,820
-559
-9% -$22.8K 0.01% 652
2022
Q1 		$279K Buy
6,379
+451
+8% +$20K 0.01% 597
2021
Q4 		$257K Hold
5,928
– – 0.01% 613
2021
Q3 		$259K Hold
5,928
– – 0.01% 593
2021
Q2 		$271K Hold
5,928
– – 0.01% 581
2021
Q1 		$263K Sell
5,928
-56
-0.9% -$2.41K 0.01% 608
2020
Q4 		$246K Hold
5,984
– – 0.01% 588
2020
Q3 		$211K Hold
5,984
– – 0.01% 580
2020
Q2 		$216K Buy
5,984
+677
+13% +$23.8K 0.02% 557
2020
Q1 		$171K Hold
5,307
– – 0.01% 545
2019
Q4 		$243K Buy
5,307
+188
+4% +$8.17K 0.02% 553
2019
Q3 		$211K Sell
5,119
-12,302
-71% -$526K 0.02% 545
2019
Q2 		$778K Sell
17,421
-708
-4% -$31K 0.07% 285
2019
Q1 		$795K Hold
18,129
– – 0.07% 263
2018
Q4 		$728K Buy
18,129
+129
+0.7% +$5.29K 0.08% 247
2018
Q3 		$786K Buy
18,000
+570
+3% +$24.8K 0.07% 261
2018
Q2 		$747K Sell
17,430
-103
-0.6% -$4.71K 0.07% 268
2018
Q1 		$838K Hold
17,533
– – 0.09% 240
2017
Q4 		$795K Buy
17,533
+4,523
+35% +$198K 0.08% 242
2017
Q3 		$559K Hold
13,010
– – 0.07% 263
2017
Q2 		$533K Hold
13,010
– – 0.07% 261
2017
Q1 		$531K Sell
13,010
-400
-3% -$15.9K 0.08% 248
2016
Q4 		$501K Buy
+13,410
New +$500K 0.08% 245
2015
Q1 		– Sell
-200
Closed -$8K – 1133
2014
Q4 		$8K Hold
200
– – ﹤0.01% 826
2014
Q3 		$10K Hold
200
– – ﹤0.01% 766
2014
Q2 		$10K Hold
200
– – ﹤0.01% 728
2014
Q1 		$10K Hold
200
– – ﹤0.01% 680
2013
Q4 		$10K Buy
+200
New +$10.4K ﹤0.01% 646

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Benjamin F. Edwards & Company's DEM Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 6,262 shares — an estimated $240K sold.

Benjamin F. Edwards & Company first reported a position in DEM in Q4 2013 and held it in 32 quarters. The position peaked at $838K in Q1 2018. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

  • Benjamin F. Edwards & Company reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 6,262 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $240K.
  • Benjamin F. Edwards & Company first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 32 quarters.
  • Benjamin F. Edwards & Company's WisdomTree Emerging Markets High Dividend Fund position peaked at $838K in Q1 2018.
  • 279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.