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

Curi 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
2022
Q2 		– Sell
-171
Closed -$7K – 644
2022
Q1 		$7K Buy
+171
New +$7.6K ﹤0.01% 388

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Curi Wealth Management's DEM Position: Q2 2022 in Review

Curi Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2022, closing a stake of 171 shares — an estimated $7K sold.

Curi Wealth Management first reported a position in DEM in Q1 2022 and held it in 1 quarter. The position peaked at $7K in Q1 2022. 253 funds tracked by Wall St. Rank hold DEM as of Q2 2022.

  • Curi Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Curi Wealth Management sold 171 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2022, an estimated $7K.
  • Curi Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and held it in 1 quarter.
  • Curi Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $7K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2022.

Based on Curi Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.