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

Cedar Wealth Management’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	-1,000	Closed	-$38.3K	–	294
2023 Q2	$38.3K	Hold	1,000	–	–	0.01%	172
2023 Q1	$37.9K	Hold	1,000	–	–	0.02%	171
2022 Q4	$35.6K	Hold	1,000	–	–	0.02%	166
2022 Q3	$33K	Hold	1,000	–	–	0.02%	186
2022 Q2	$37K	Hold	1,000	–	–	0.02%	181
2022 Q1	$44K	Hold	1,000	–	–	0.02%	189
2021 Q4	$43K	Hold	1,000	–	–	0.02%	190
2021 Q3	$44K	Hold	1,000	–	–	0.02%	166
2021 Q2	$46K	Hold	1,000	–	–	0.02%	175
2021 Q1	$44K	Hold	1,000	–	–	0.02%	160
2020 Q4	$41K	Hold	1,000	–	–	0.02%	145
2020 Q3	$35K	Hold	1,000	–	–	0.02%	144
2020 Q2	$36K	Hold	1,000	–	–	0.02%	139
2020 Q1	$32K	Hold	1,000	–	–	0.02%	140
2019 Q4	$46K	Hold	1,000	–	–	0.03%	91
2019 Q3	$41K	Hold	1,000	–	–	0.03%	99
2019 Q2	$45K	Hold	1,000	–	–	0.03%	109
2019 Q1	$44K	Hold	1,000	–	–	0.03%	103
2018 Q4	$40K	Buy	+1,000	New	+$41K	0.03%	90

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cedar Wealth Management's DEM Position: Q3 2023 in Review

Cedar Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 1,000 shares — an estimated $38.3K sold.

Cedar Wealth Management first reported a position in DEM in Q4 2018 and held it in 19 quarters. The position peaked at $46K in Q2 2021. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

Cedar Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
Cedar Wealth Management sold 1,000 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $38.3K.
Cedar Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 19 quarters.
Cedar Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $46K in Q2 2021.
279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Cedar Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.