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

Fiduciary Trust’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 Q3	–	Sell	-9,442	Closed	-$350K	–	618
2022 Q2	$350K	Hold	9,442	–	–	0.01%	514
2022 Q1	$413K	Hold	9,442	–	–	0.01%	504
2021 Q4	$409K	Hold	9,442	–	–	0.01%	505
2021 Q3	$412K	Buy	9,442 +4,500	+91%	+$202K	0.01%	501
2021 Q2	$226K	Hold	4,942	–	–	﹤0.01%	602
2021 Q1	$219K	Hold	4,942	–	–	﹤0.01%	577
2020 Q4	$203K	Buy	+4,942	New	+$189K	﹤0.01%	557

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

AAS

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Fiduciary Trust's DEM Position: Q3 2022 in Review

Fiduciary Trust sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 9,442 shares — an estimated $350K sold.

Fiduciary Trust first reported a position in DEM in Q4 2020 and held it in 7 quarters. The position peaked at $413K in Q1 2022. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

Fiduciary Trust reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Fiduciary Trust sold 9,442 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $350K.
Fiduciary Trust first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 7 quarters.
Fiduciary Trust's WisdomTree Emerging Markets High Dividend Fund position peaked at $413K in Q1 2022.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Fiduciary Trust's 13F filing for Q3 2022, filed 14 Nov 2022.