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

Financial Management Professionals’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	-38,970	Closed	-$1.49M	–	906
2023 Q2	$1.49M	Buy	+38,970	New	+$1.5M	0.25%	45
2017 Q1	–	Sell	-27,127	Closed	-$988K	–	285
2016 Q4	$988K	Sell	27,127 -1,739	-6%	-$64.9K	0.51%	24
2016 Q3	$1.08M	Buy	28,866 +28,650	+13,264%	+$1.08M	0.56%	22
2016 Q2	$7K	Hold	216	–	–	﹤0.01%	259
2016 Q1	$8K	Hold	216	–	–	﹤0.01%	156
2015 Q4	$6K	Hold	216	–	–	﹤0.01%	169
2015 Q3	$7K	Sell	216 -26	-11%	-$986	﹤0.01%	177
2015 Q2	$10K	Hold	242	–	–	﹤0.01%	168
2015 Q1	$10K	Hold	242	–	–	﹤0.01%	177
2014 Q4	$10K	Hold	242	–	–	0.01%	187
2014 Q3	$11K	Sell	242 -23	-9%	-$1.2K	0.01%	164
2014 Q2	$13K	Sell	265 -8,415	-97%	-$426K	0.01%	161
2014 Q1	$426K	Sell	8,680 -318	-4%	-$15.1K	0.29%	29
2013 Q4	$459K	Sell	8,998 -252,122	-97%	-$13.1M	0.31%	26
2013 Q3	$13.5M	Buy	261,120 +6,322	+2%	+$318K	8.36%	3
2013 Q2	$12.3M	Buy	+254,798	New	+$13.7M	9.06%	3

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Financial Management Professionals's DEM Position: Q3 2023 in Review

Financial Management Professionals sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 38,970 shares — an estimated $1.49M sold.

Financial Management Professionals first reported a position in DEM in Q2 2013 and held it in 16 quarters. The position peaked at $13.5M in Q3 2013. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

Financial Management Professionals reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
Financial Management Professionals sold 38,970 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $1.49M.
Financial Management Professionals first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 16 quarters.
Financial Management Professionals's WisdomTree Emerging Markets High Dividend Fund position peaked at $13.5M in Q3 2013.
279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.