Gradient Investments’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Gradient Investments’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 Q2	–	Sell	-396	Closed	-$15K	–	1790
2023 Q1	$15K	Hold	396	–	–	﹤0.01%	725
2022 Q4	$14.1K	Buy	396 +337	+571%	+$11.7K	﹤0.01%	748
2022 Q3	$2K	Buy	+59	New	+$2.14K	﹤0.01%	1129
2020 Q2	–	Sell	-43	Closed	-$1K	–	1074
2020 Q1	$1K	Buy	+43	New	+$1.74K	﹤0.01%	983
2018 Q2	–	Sell	-830	Closed	-$40K	–	1017
2018 Q1	$40K	Sell	830 -446	-35%	-$21.3K	﹤0.01%	374
2017 Q4	$58K	Buy	+1,276	New	+$55.8K	﹤0.01%	332
2017 Q3	–	Sell	-1,981	Closed	-$81K	–	336
2017 Q2	$81K	Sell	1,981 -1,286	-39%	-$52.7K	0.01%	270
2017 Q1	$133K	Buy	3,267 +32	+1%	+$1.27K	0.01%	243
2016 Q4	$121K	Sell	3,235 -32	-1%	-$1.19K	0.01%	205
2016 Q3	$123K	Sell	3,267 -151	-4%	-$5.7K	0.01%	202
2016 Q2	$121K	Sell	3,418 -1,060	-24%	-$36.7K	0.01%	208
2016 Q1	$156K	Sell	4,478 -1,153	-20%	-$36K	0.02%	184
2015 Q4	$178K	Buy	5,631 +50	+0.9%	+$1.72K	0.02%	175
2015 Q3	$187K	Sell	5,581 -1,611	-22%	-$61.1K	0.03%	171
2015 Q2	$312K	Buy	7,192 +612	+9%	+$28K	0.04%	154
2015 Q1	$280K	Sell	6,580 -1,060	-14%	-$45.3K	0.04%	158
2014 Q4	$322K	Sell	7,640 -888	-10%	-$40.3K	0.05%	148
2014 Q3	$407K	Sell	8,528 -1,152	-12%	-$60K	0.07%	142
2014 Q2	$502K	Sell	9,680 -1,027	-10%	-$52K	0.1%	127
2014 Q1	$525K	Sell	10,707 -1,612	-13%	-$76.6K	0.12%	109
2013 Q4	$629K	Sell	12,319 -2,458	-17%	-$128K	0.17%	93
2013 Q3	$764K	Sell	14,777 -4,114	-22%	-$207K	0.24%	89
2013 Q2	$913K	Buy	+18,891	New	+$1.01M	0.34%	88

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Gradient Investments's DEM Position: Q2 2023 in Review

Gradient Investments sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2023, closing a stake of 396 shares — an estimated $15K sold.

Gradient Investments first reported a position in DEM in Q2 2013 and held it in 23 quarters. The position peaked at $913K in Q2 2013. 278 funds tracked by Wall St. Rank hold DEM as of Q2 2023.

Gradient Investments reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Gradient Investments sold 396 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2023, an estimated $15K.
Gradient Investments first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 23 quarters.
Gradient Investments's WisdomTree Emerging Markets High Dividend Fund position peaked at $913K in Q2 2013.
278 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2023.

Based on Gradient Investments's 13F filing for Q2 2023, filed 11 Jul 2023.