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Financial Connections Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Financial Connections Group’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
Q1 		– Sell
-279
Closed -$12K – 284
2021
Q4 		$12K Buy
+279
New +$12.1K 0.01% 190

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AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Connections Group's DEM Position: Q1 2022 in Review

Financial Connections Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2022, closing a stake of 279 shares — an estimated $12K sold.

Financial Connections Group first reported a position in DEM in Q4 2021 and held it in 1 quarter. The position peaked at $12K in Q4 2021. 264 funds tracked by Wall St. Rank hold DEM as of Q1 2022.

  • Financial Connections Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Financial Connections Group sold 279 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2022, an estimated $12K.
  • Financial Connections Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and held it in 1 quarter.
  • Financial Connections Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $12K in Q4 2021.
  • 264 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2022.

Based on Financial Connections Group's 13F filing for Q1 2022, filed 29 Apr 2022.