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

Cutler 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
2019
Q1 		– Sell
-8,700
Closed -$1K – 4167
2018
Q4 		$1K Buy
+8,700
New +$357K ﹤0.01% 3587
2016
Q4 		– Sell
-400
Closed -$1K – 6640
2016
Q3 		$1K Hold
400
– – ﹤0.01% 6065
2016
Q2 		$2K Sell
400
-1,100
-73% -$38.1K ﹤0.01% 5611
2016
Q1 		$13K Sell
1,500
-100
-6% -$3.13K ﹤0.01% 3743
2015
Q4 		$14K Buy
+1,600
New +$54.9K ﹤0.01% 3760

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cutler Group's DEM Position: Q3 2023 in Review

Cutler Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 1 share — an estimated $39 sold.

Cutler Group first reported a position in DEM in Q4 2015 and held it in 13 quarters. The position peaked at $111K in Q3 2017. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

  • Cutler Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Cutler Group sold 1 WisdomTree Emerging Markets High Dividend Fund share in Q3 2023, an estimated $39.
  • Cutler Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2015 and held it in 13 quarters.
  • Cutler Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $111K in Q3 2017.
  • 279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Cutler Group's 13F filing for Q3 2023, filed 7 Nov 2023.