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

Concord Wealth Partners’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
2024 Q1	–	Sell	-210	Closed	-$8.54K	–	865
2023 Q4	$8.54K	Hold	210	–	–	﹤0.01%	584
2023 Q3	$7.87K	Hold	210	–	–	﹤0.01%	654
2023 Q2	$8.04K	Hold	210	–	–	﹤0.01%	638
2023 Q1	$7.95K	Hold	210	–	–	﹤0.01%	621
2022 Q4	$7.48K	Buy	+210	New	+$7.29K	﹤0.01%	681
2022 Q3	–	Sell	-336	Closed	-$12K	–	377
2022 Q2	$12K	Hold	336	–	–	﹤0.01%	647
2022 Q1	$15K	Buy	336 +131	+64%	+$5.82K	﹤0.01%	682
2021 Q4	$9K	Buy	+205	New	+$8.93K	﹤0.01%	800

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Concord Wealth Partners's DEM Position: Q1 2024 in Review

Concord Wealth Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2024, closing a stake of 210 shares — an estimated $8.54K sold.

Concord Wealth Partners first reported a position in DEM in Q4 2021 and held it in 8 quarters. The position peaked at $15K in Q1 2022. 301 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

Concord Wealth Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Concord Wealth Partners sold 210 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $8.54K.
Concord Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and held it in 8 quarters.
Concord Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $15K in Q1 2022.
301 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Concord Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.