Fukoku Mutual Life Insurance’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Fukoku Mutual Life Insurance’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 Q1	–	Sell	-458,000	Closed	-$16.3M	–	260
2022 Q4	$16.3M	Hold	458,000	–	–	1.38%	29
2022 Q3	$14.9M	Hold	458,000	–	–	1.4%	30
2022 Q2	$17M	Hold	458,000	–	–	1.44%	26
2022 Q1	$20M	Hold	458,000	–	–	1.52%	25
2021 Q4	$19.8M	Hold	458,000	–	–	1.47%	25
2021 Q3	$20M	Hold	458,000	–	–	1.56%	25
2021 Q2	$20.9M	Hold	458,000	–	–	1.68%	22
2021 Q1	$20.3M	Hold	458,000	–	–	1.96%	18
2020 Q4	$18.8M	Hold	458,000	–	–	1.94%	16
2020 Q3	$16.1M	Hold	458,000	–	–	1.71%	20
2020 Q2	$16.5M	Hold	458,000	–	–	1.87%	17
2020 Q1	$14.8M	Hold	458,000	–	–	2.14%	18
2019 Q4	$21M	Hold	458,000	–	–	2.29%	12
2019 Q3	$18.9M	Hold	458,000	–	–	2.19%	13
2019 Q2	$20.5M	Buy	458,000 +205,000	+81%	+$8.97M	2.5%	10
2019 Q1	$11.1M	Hold	253,000	–	–	1.42%	25
2018 Q4	$10.2M	Hold	253,000	–	–	1.41%	25
2018 Q3	$11M	Hold	253,000	–	–	1.42%	23
2018 Q2	$10.8M	Hold	253,000	–	–	1.54%	22
2018 Q1	$12.1M	Hold	253,000	–	–	1.85%	16
2017 Q4	$11.5M	Hold	253,000	–	–	1.73%	20
2017 Q3	$10.9M	Hold	253,000	–	–	1.61%	20
2017 Q2	$10.4M	Hold	253,000	–	–	1.53%	21
2017 Q1	$10.3M	Hold	253,000	–	–	1.7%	17
2016 Q4	$9.45M	Buy	+253,000	New	+$9.44M	1.59%	23

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

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Fukoku Mutual Life Insurance's DEM Position: Q1 2023 in Review

Fukoku Mutual Life Insurance sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2023, closing a stake of 458,000 shares — an estimated $16.3M sold.

Fukoku Mutual Life Insurance first reported a position in DEM in Q4 2016 and held it in 25 quarters. The position peaked at $21M in Q4 2019. 267 funds tracked by Wall St. Rank hold DEM as of Q1 2023.

Fukoku Mutual Life Insurance reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2023 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 458,000 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2023, an estimated $16.3M.
Fukoku Mutual Life Insurance first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2016 and held it in 25 quarters.
Fukoku Mutual Life Insurance's WisdomTree Emerging Markets High Dividend Fund position peaked at $21M in Q4 2019.
267 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2023.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2023, filed 18 Apr 2023.