Farmers & Merchants Investments Inc’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Farmers & Merchants Investments Inc’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	-625	Closed	-$22.3K	–	1752
2022 Q4	$22.3K	Buy	+625	New	+$21.7K	﹤0.01%	515
2014 Q2	–	Sell	-416	Closed	-$20K	–	666
2014 Q1	$20K	Sell	416 -188	-31%	-$8.94K	﹤0.01%	395
2013 Q4	$31K	Hold	604	–	–	﹤0.01%	339
2013 Q3	$31K	Buy	+604	New	+$30.4K	﹤0.01%	330

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 $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

Farmers & Merchants Investments Inc's DEM Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2023, closing a stake of 625 shares — an estimated $22.3K sold.

Farmers & Merchants Investments Inc first reported a position in DEM in Q3 2013 and held it in 4 quarters. The position peaked at $31K in Q4 2013. 268 funds tracked by Wall St. Rank hold DEM as of Q1 2023.

Farmers & Merchants Investments Inc reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 625 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2023, an estimated $22.3K.
Farmers & Merchants Investments Inc first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2013 and held it in 4 quarters.
Farmers & Merchants Investments Inc's WisdomTree Emerging Markets High Dividend Fund position peaked at $31K in Q4 2013.
268 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.