Financial Advocates Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Financial Advocates Investment Management’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	-6,505	Closed	-$604K	–	785
2022 Q3	$604K	Buy	+6,505	New	+$236K	0.05%	366
2020 Q3	–	Sell	-6,916	Closed	-$218K	–	635
2020 Q2	$218K	Buy	+6,916	New	+$244K	0.02%	540
2018 Q4	–	Sell	-15,158	Closed	-$663K	–	441
2018 Q3	$663K	Sell	15,158 -9,156	-38%	-$398K	0.07%	241
2018 Q2	$1.04M	Sell	24,314 -191	-0.8%	-$8.74K	0.13%	170
2018 Q1	$1.17M	Sell	24,505 -9,539	-28%	-$456K	0.15%	141
2017 Q4	$1.54M	Buy	+34,044	New	+$1.49M	0.21%	103

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 $445B AUM 25.58% 1-Year Est. Return

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

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

Financial Advocates Investment Management's DEM Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 6,505 shares — an estimated $604K sold.

Financial Advocates Investment Management first reported a position in DEM in Q4 2017 and held it in 6 quarters. The position peaked at $1.54M in Q4 2017. 256 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

Financial Advocates Investment Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 6,505 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $604K.
Financial Advocates Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 6 quarters.
Financial Advocates Investment Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.54M in Q4 2017.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.