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

Freedom 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
2021 Q1	–	Sell	-8,321	Closed	-$342K	–	853
2020 Q4	$342K	Sell	8,321 -1,222	-13%	-$46.8K	0.04%	441
2020 Q3	$336K	Sell	9,543 -1,540	-14%	-$57.7K	0.04%	383
2020 Q2	$400K	Buy	11,083 +601	+6%	+$21.2K	0.04%	338
2020 Q1	$450K	Buy	+10,482	New	+$425K	0.04%	372
2017 Q2	–	Sell	-5,638	Closed	-$230K	–	1072
2017 Q1	$230K	Buy	+5,638	New	+$225K	0.01%	904
2016 Q4	–	Sell	-5,376	Closed	-$202K	–	995
2016 Q3	$202K	Buy	+5,376	New	+$203K	0.01%	822
2016 Q2	–	Sell	-5,758	Closed	-$201K	–	843
2016 Q1	$201K	Buy	+5,758	New	+$180K	0.01%	741

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Freedom Investment Management's DEM Position: Q1 2021 in Review

Freedom Investment Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2021, closing a stake of 8,321 shares — an estimated $342K sold.

Freedom Investment Management first reported a position in DEM in Q1 2016 and held it in 7 quarters. The position peaked at $450K in Q1 2020. 262 funds tracked by Wall St. Rank hold DEM as of Q1 2021.

Freedom Investment Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2021 after selling out during the quarter.
Freedom Investment Management sold 8,321 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2021, an estimated $342K.
Freedom Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2016 and held it in 7 quarters.
Freedom Investment Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $450K in Q1 2020.
262 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2021.

Based on Freedom Investment Management's 13F filing for Q1 2021, filed 14 May 2021.