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

Evoke Wealth’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 Q4	–	Sell	-3,056	Closed	-$99K	–	561
2022 Q3	$99K	Hold	3,056	–	–	﹤0.01%	414
2022 Q2	$113K	Hold	3,056	–	–	﹤0.01%	396
2022 Q1	$134K	Hold	3,056	–	–	﹤0.01%	396
2021 Q4	$132K	Hold	3,056	–	–	﹤0.01%	412
2021 Q3	$133K	Hold	3,056	–	–	0.01%	390
2021 Q2	$140K	Buy	+3,056	New	+$140K	0.01%	398
2020 Q3	–	Sell	-26	Closed	-$1K	–	1038
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	957
2020 Q1	$839	Buy	+26	New	+$1.05K	﹤0.01%	955

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

AAS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Evoke Wealth's DEM Position: Q4 2022 in Review

Evoke Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 3,056 shares — an estimated $99K sold.

Evoke Wealth first reported a position in DEM in Q1 2020 and held it in 8 quarters. The position peaked at $140K in Q2 2021. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

Evoke Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 3,056 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $99K.
Evoke Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2020 and held it in 8 quarters.
Evoke Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $140K in Q2 2021.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.