Cordasco Financial Network’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cordasco Financial Network’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	$9K	Buy	249 +50	+25%	+$2.04K	0.01%	385
2022 Q1	$9K	Hold	199	–	–	0.01%	379
2021 Q4	$9K	Hold	199	–	–	0.01%	383
2021 Q3	$9K	Hold	199	–	–	0.01%	392
2021 Q2	$9K	Hold	199	–	–	0.01%	396
2021 Q1	$9K	Hold	199	–	–	0.01%	381
2020 Q4	$8K	Hold	199	–	–	0.01%	346
2020 Q3	$7K	Hold	199	–	–	0.01%	356
2020 Q2	$7K	Buy	199 +120	+152%	+$4.23K	0.01%	318
2020 Q1	$3K	Hold	79	–	–	﹤0.01%	373
2019 Q4	$4K	Hold	79	–	–	﹤0.01%	372
2019 Q3	$3K	Hold	79	–	–	﹤0.01%	408
2019 Q2	$4K	Hold	79	–	–	﹤0.01%	385
2019 Q1	$3K	Hold	79	–	–	﹤0.01%	396
2018 Q4	$3K	Hold	79	–	–	﹤0.01%	331
2018 Q3	$3K	Buy	+79	New	+$3.44K	﹤0.01%	313

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

Cordasco Financial Network's DEM Position: Q2 2022 in Review

Cordasco Financial Network increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 25% in Q2 2022, buying an estimated $2.04K and bringing the position to 249 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #385.

Cordasco Financial Network first reported a position in DEM in Q3 2018 and has held it in 16 quarters since. 253 funds tracked by Wall St. Rank hold DEM as of Q2 2022.

Cordasco Financial Network held 249 shares of WisdomTree Emerging Markets High Dividend Fund worth $9K as of Q2 2022.
Cordasco Financial Network bought 50 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2022, an estimated $2.04K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #385 holding.
Cordasco Financial Network first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2018 and has held it in 16 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.