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

Engrave 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 Q4	$16.2M	Buy	398,466 +9,498	+2%	+$364K	4.63%	7
2023 Q3	$14.6M	Buy	388,968 +11,130	+3%	+$433K	4.48%	7
2023 Q2	$14.5M	Buy	377,838 +2,190	+0.6%	+$84.2K	4.58%	8
2023 Q1	$14.1M	Buy	+375,648	New	+$14.2M	4.75%	7

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Engrave Wealth Partners's DEM Position: Q4 2023 in Review

Engrave Wealth Partners increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.4% in Q4 2023, buying an estimated $364K and bringing the position to 398,466 shares worth $16.2M. The position accounts for 4.63% of the portfolio, ranked #7.

Engrave Wealth Partners first reported a position in DEM in Q1 2023 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

Engrave Wealth Partners held 398,466 shares of WisdomTree Emerging Markets High Dividend Fund worth $16.2M as of Q4 2023.
Engrave Wealth Partners bought 9,498 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $364K.
WisdomTree Emerging Markets High Dividend Fund made up 4.63% of Engrave Wealth Partners's portfolio in Q4 2023, its #7 holding.
Engrave Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and has held it in 4 quarters since.
300 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.