Firestone Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Firestone Capital 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
2021 Q4	–	Sell	-4,671	Closed	-$213K	–	204
2021 Q3	$213K	Buy	+4,671	New	+$209K	0.07%	111
2021 Q2	–	Sell	-4,671	Closed	-$207K	–	470
2021 Q1	$207K	Sell	4,671 -563	-11%	-$24.2K	0.07%	106
2020 Q4	$215K	Hold	5,234	–	–	0.08%	97
2020 Q3	$184K	Hold	5,234	–	–	0.08%	93
2020 Q2	$189K	Sell	5,234 -1,527	-23%	-$53.8K	0.09%	88
2020 Q1	$218K	Sell	6,761 -592	-8%	-$24K	0.11%	74
2019 Q4	$337K	Buy	+7,353	New	+$320K	0.14%	73

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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 $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Firestone Capital Management's DEM Position: Q4 2021 in Review

Firestone Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2021, closing a stake of 4,671 shares — an estimated $213K sold.

Firestone Capital Management first reported a position in DEM in Q4 2019 and held it in 7 quarters. The position peaked at $337K in Q4 2019. 258 funds tracked by Wall St. Rank hold DEM as of Q4 2021.

Firestone Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2021 after selling out during the quarter.
Firestone Capital Management sold 4,671 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2021, an estimated $213K.
Firestone Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 7 quarters.
Firestone Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $337K in Q4 2019.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2021.

Based on Firestone Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.