Csenge Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Csenge Advisory Group’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 Q4	–	Sell	-9,293	Closed	-$302K	–	614
2022 Q3	$302K	Buy	+9,293	New	+$337K	0.03%	464

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Csenge Advisory Group's DEM Position: Q4 2022 in Review

Csenge Advisory Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 9,293 shares — an estimated $302K sold.

Csenge Advisory Group first reported a position in DEM in Q3 2022 and held it in 1 quarter. The position peaked at $302K in Q3 2022. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

Csenge Advisory Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Csenge Advisory Group sold 9,293 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $302K.
Csenge Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2022 and held it in 1 quarter.
Csenge Advisory Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $302K in Q3 2022.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Csenge Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.