Fort Point Capital Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Fort Point Capital Partners’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	-46,661	Closed	-$1.73M	–	267
2022 Q2	$1.73M	Buy	46,661 +2,135	+5%	+$86.9K	0.28%	66
2022 Q1	$1.95M	Buy	44,526 +9,168	+26%	+$407K	0.27%	69
2021 Q4	$1.53M	Buy	35,358 +29,041	+460%	+$1.26M	0.21%	77
2021 Q3	$276K	Buy	6,317 +1,622	+35%	+$72.7K	0.04%	204
2021 Q2	$214K	Buy	+4,695	New	+$215K	0.04%	155

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

Fort Point Capital Partners's DEM Position: Q3 2022 in Review

Fort Point Capital Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 46,661 shares — an estimated $1.73M sold.

Fort Point Capital Partners first reported a position in DEM in Q2 2021 and held it in 5 quarters. The position peaked at $1.95M in Q1 2022. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

Fort Point Capital Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Fort Point Capital Partners sold 46,661 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $1.73M.
Fort Point Capital Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2021 and held it in 5 quarters.
Fort Point Capital Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.95M in Q1 2022.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Fort Point Capital Partners's 13F filing for Q3 2022, filed 9 Nov 2022.