Better Money Decisions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Better Money Decisions’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 Q3	–	Sell	-400	Closed	-$15K	–	143
2022 Q2	$15K	Buy	+400	New	+$16.3K	0.01%	259
2021 Q4	–	Sell	-1,800	Closed	-$79K	–	187
2021 Q3	$79K	Hold	1,800	–	–	0.07%	127
2021 Q2	$82K	Buy	+1,800	New	+$82.4K	0.07%	114

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Better Money Decisions's DEM Position: Q3 2022 in Review

Better Money Decisions sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 400 shares — an estimated $15K sold.

Better Money Decisions first reported a position in DEM in Q2 2021 and held it in 3 quarters. The position peaked at $82K in Q2 2021. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

Better Money Decisions reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 400 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $15K.
Better Money Decisions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2021 and held it in 3 quarters.
Better Money Decisions's WisdomTree Emerging Markets High Dividend Fund position peaked at $82K in Q2 2021.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.