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

Destiny 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
2023 Q1	–	Sell	-191	Closed	-$6.81K	–	284
2022 Q4	$6.81K	Buy	+191	New	+$6.63K	﹤0.01%	530
2022 Q1	–	Sell	-229	Closed	-$10K	–	551
2021 Q4	$10K	Hold	229	–	–	﹤0.01%	441
2021 Q3	$10K	Buy	+229	New	+$10.3K	﹤0.01%	419
2021 Q2	–	Sell	-229	Closed	-$10K	–	253
2021 Q1	$10K	Hold	229	–	–	﹤0.01%	409
2020 Q4	$9K	Buy	+229	New	+$8.77K	﹤0.01%	414

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Destiny Wealth Partners's DEM Position: Q1 2023 in Review

Destiny Wealth Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2023, closing a stake of 191 shares — an estimated $6.81K sold.

Destiny Wealth Partners first reported a position in DEM in Q4 2020 and held it in 5 quarters. The position peaked at $10K in Q4 2021. 267 funds tracked by Wall St. Rank hold DEM as of Q1 2023.

Destiny Wealth Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 191 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2023, an estimated $6.81K.
Destiny Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 5 quarters.
Destiny Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $10K in Q4 2021.
267 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.