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Econ Financial Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Econ Financial Services’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
Q1 		– Sell
-12,477
Closed -$541K – 165
2021
Q4 		$541K Buy
+12,477
New +$543K 0.4% 60

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Econ Financial Services's DEM Position: Q1 2022 in Review

Econ Financial Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2022, closing a stake of 12,477 shares — an estimated $541K sold.

Econ Financial Services first reported a position in DEM in Q4 2021 and held it in 1 quarter. The position peaked at $541K in Q4 2021. 264 funds tracked by Wall St. Rank hold DEM as of Q1 2022.

  • Econ Financial Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Econ Financial Services sold 12,477 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2022, an estimated $541K.
  • Econ Financial Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and held it in 1 quarter.
  • Econ Financial Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $541K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2022.

Based on Econ Financial Services's 13F filing for Q1 2022, filed 22 Apr 2022.