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

Bison Wealth’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
2021 Q4	–	Sell	-3,000	Closed	-$131K	–	371
2021 Q3	$131K	Hold	3,000	–	–	0.06%	262
2021 Q2	$137K	Sell	3,000 -500	-14%	-$22.9K	0.06%	263
2021 Q1	$155K	Hold	3,500	–	–	0.07%	248
2020 Q4	$144K	Buy	+3,500	New	+$134K	0.07%	239
2020 Q1	–	Sell	-178	Closed	-$8K	–	353
2019 Q4	$8K	Buy	+178	New	+$7.73K	﹤0.01%	358

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

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Bison Wealth's DEM Position: Q4 2021 in Review

Bison Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2021, closing a stake of 3,000 shares — an estimated $131K sold.

Bison Wealth first reported a position in DEM in Q4 2019 and held it in 5 quarters. The position peaked at $155K in Q1 2021. 258 funds tracked by Wall St. Rank hold DEM as of Q4 2021.

Bison Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 3,000 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2021, an estimated $131K.
Bison Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 5 quarters.
Bison Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $155K in Q1 2021.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.