GM Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

GM Advisory Group’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 Q1	–	Sell	-7,019	Closed	-$304K	–	200
2021 Q4	$304K	Sell	7,019 -2,020	-22%	-$87.9K	0.03%	158
2021 Q3	$394K	Buy	9,039 +132	+1%	+$5.92K	0.04%	142
2021 Q2	$407K	Sell	8,907 -119	-1%	-$5.45K	0.04%	138
2021 Q1	$400K	Sell	9,026 -344	-4%	-$14.8K	0.05%	134
2020 Q4	$385K	Buy	+9,370	New	+$359K	0.05%	122
2020 Q3	–	Sell	-7,192	Closed	-$260K	–	168
2020 Q2	$260K	Buy	7,192 +275	+4%	+$9.69K	0.05%	150
2020 Q1	$223K	Sell	6,917 -161,883	-96%	-$6.56M	0.06%	110
2019 Q4	$7.73M	Sell	168,800 -348	-0.2%	-$15.1K	2.39%	11
2019 Q3	$6.99M	Sell	169,148 -3,394	-2%	-$145K	2.17%	13
2019 Q2	$7.71M	Buy	172,542 +866	+0.5%	+$37.9K	2.42%	12
2019 Q1	$7.53M	Sell	171,676 -37,699	-18%	-$1.63M	2.47%	12
2018 Q4	$8.41M	Buy	209,375 +1,465	+0.7%	+$60K	3.13%	11
2018 Q3	$9.08M	Buy	207,910 +117	+0.1%	+$5.09K	2.85%	10
2018 Q2	$8.91M	Sell	207,793 -2,222	-1%	-$102K	2.65%	12
2018 Q1	$10M	Sell	210,015 -8,169	-4%	-$391K	3.03%	11
2017 Q4	$9.89M	Buy	218,184 +6,157	+3%	+$269K	2.69%	13
2017 Q3	$9.12M	Buy	212,027 +3,149	+2%	+$136K	2.78%	14
2017 Q2	$8.56M	Buy	208,878 +10,535	+5%	+$432K	2.7%	14
2017 Q1	$8.1M	Buy	198,343 +20,588	+12%	+$820K	2.77%	13
2016 Q4	$6.64M	Sell	177,755 -1,221	-0.7%	-$45.6K	2.32%	15
2016 Q3	$6.72M	Buy	178,976 +6,870	+4%	+$259K	2.5%	17
2016 Q2	$6.1M	Buy	172,106 +8,645	+5%	+$299K	2.29%	18
2016 Q1	$5.82M	Buy	+163,461	New	+$5.11M	2.5%	15
2014 Q2	–	Sell	-5,283	Closed	-$266K	–	81
2014 Q1	$266K	Sell	5,283 -245	-4%	-$11.6K	0.21%	58
2013 Q4	$282K	Buy	+5,528	New	+$288K	0.29%	44

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GM Advisory Group's DEM Position: Q1 2022 in Review

GM Advisory Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2022, closing a stake of 7,019 shares — an estimated $304K sold.

GM Advisory Group first reported a position in DEM in Q4 2013 and held it in 25 quarters. The position peaked at $10M in Q1 2018. 264 funds tracked by Wall St. Rank hold DEM as of Q1 2022.

GM Advisory Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2022 after selling out during the quarter.
GM Advisory Group sold 7,019 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2022, an estimated $304K.
GM Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 25 quarters.
GM Advisory Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $10M in Q1 2018.
264 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2022.

Based on GM Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.