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Fusion Family Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Fusion Family Wealth’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
Q4 		– Sell
-5,539
Closed -$208K – 43
2023
Q3 		$208K Hold
5,539
– – 0.03% 39
2023
Q2 		$212K Buy
5,539
+245
+5% +$9.42K 0.03% 44
2023
Q1 		$200K Buy
+5,294
New +$200K 0.03% 39
2021
Q2 		– Sell
-205
Closed -$9K – 50
2021
Q1 		$9K Hold
205
– – ﹤0.01% 86
2020
Q4 		$8K Hold
205
– – ﹤0.01% 79
2020
Q3 		$7K Hold
205
– – ﹤0.01% 83
2020
Q2 		$7K Hold
205
– – ﹤0.01% 85
2020
Q1 		$7K Sell
205
-1,898
-90% -$76.9K ﹤0.01% 95
2019
Q4 		$96K Hold
2,103
– – 0.02% 48
2019
Q3 		$87K Hold
2,103
– – 0.02% 47
2019
Q2 		$94K Sell
2,103
-3,882
-65% -$170K 0.02% 63
2019
Q1 		$263K Sell
5,985
-4,510
-43% -$195K 0.07% 32
2018
Q4 		$421K Sell
10,495
-36,858
-78% -$1.51M 0.12% 43
2018
Q3 		$2.07M Sell
47,353
-49,136
-51% -$2.14M 0.55% 21
2018
Q2 		$4.14M Sell
96,489
-23,408
-20% -$1.07M 1.16% 19
2018
Q1 		$5.73M Sell
119,897
-29,971
-20% -$1.43M 1.93% 13
2017
Q4 		$68M Buy
149,868
+13,446
+10% +$588K 16.97% 1
2017
Q3 		$5.87M Buy
136,422
+4,889
+4% +$211K 1.99% 17
2017
Q2 		$5.39M Buy
131,533
+2,513
+2% +$103K 1.85% 16
2017
Q1 		$5.27M Sell
129,020
-1,502
-1% -$59.9K 1.97% 18
2016
Q4 		$5.08M Buy
+130,522
New +$4.87M 2.98% 14

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fusion Family Wealth's DEM Position: Q4 2023 in Review

Fusion Family Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 5,539 shares — an estimated $208K sold.

Fusion Family Wealth first reported a position in DEM in Q4 2016 and held it in 21 quarters. The position peaked at $68M in Q4 2017. 299 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

  • Fusion Family Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Fusion Family Wealth sold 5,539 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $208K.
  • Fusion Family Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2016 and held it in 21 quarters.
  • Fusion Family Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $68M in Q4 2017.
  • 299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on Fusion Family Wealth's 13F filing for Q4 2023, filed 29 Jan 2024.