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Fiduciary Alliance’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-465
Closed -$17.8K – 344
2023
Q2 		$17.8K Buy
+465
New +$17.9K ﹤0.01% 477
2023
Q1 		– Sell
-465
Closed -$16.6K – 315
2022
Q4 		$16.6K Buy
+465
New +$16.1K ﹤0.01% 335

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fiduciary Alliance's DEM Position: Q3 2023 in Review

Fiduciary Alliance sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 465 shares — an estimated $17.8K sold.

Fiduciary Alliance first reported a position in DEM in Q4 2022 and held it in 2 quarters. The position peaked at $17.8K in Q2 2023. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

  • Fiduciary Alliance reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 465 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $17.8K.
  • Fiduciary Alliance first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's WisdomTree Emerging Markets High Dividend Fund position peaked at $17.8K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.