Bivin & Associates’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bivin & Associates’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 Q2	$19K	Sell	500 -150	-23%	-$6.11K	0.02%	137
2022 Q1	$28K	Hold	650	–	–	0.03%	116
2021 Q4	$28K	Buy	+650	New	+$28.3K	0.02%	123

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Bivin & Associates's DEM Position: Q2 2022 in Review

Bivin & Associates reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 23% in Q2 2022, selling an estimated $6.11K and leaving 500 shares worth $19K. The position accounts for 0.02% of the portfolio, ranked #137.

Bivin & Associates first reported a position in DEM in Q4 2021 and has held it in 3 quarters since. The position peaked at $28K in Q1 2022. 253 funds tracked by Wall St. Rank hold DEM as of Q2 2022.

Bivin & Associates held 500 shares of WisdomTree Emerging Markets High Dividend Fund worth $19K as of Q2 2022.
Bivin & Associates sold 150 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2022, an estimated $6.11K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Bivin & Associates's portfolio in Q2 2022, its #137 holding.
Bivin & Associates first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and has held it in 3 quarters since.
Bivin & Associates's WisdomTree Emerging Markets High Dividend Fund position peaked at $28K in Q1 2022.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.