Graves Light Lenhart Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Graves Light Lenhart 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
2022 Q3	–	Sell	-2,072	Closed	-$77K	–	265
2022 Q2	$77K	Buy	2,072 +13	+0.6%	+$529	0.01%	260
2022 Q1	$90K	Buy	2,059 +6	+0.3%	+$267	0.01%	281
2021 Q4	$89K	Buy	2,053 +10	+0.5%	+$435	0.01%	320
2021 Q3	$89K	Buy	2,043 +14	+0.7%	+$628	0.01%	294
2021 Q2	$93K	Buy	2,029 +8	+0.4%	+$366	0.01%	291
2021 Q1	$90K	Buy	2,021 +2	+0.1%	+$86	0.02%	296
2020 Q4	$83K	Buy	+2,019	New	+$77.3K	0.02%	300

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

Graves Light Lenhart Wealth's DEM Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 2,072 shares — an estimated $77K sold.

Graves Light Lenhart Wealth first reported a position in DEM in Q4 2020 and held it in 7 quarters. The position peaked at $93K in Q2 2021. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 2,072 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $77K.
Graves Light Lenhart Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $93K in Q2 2021.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.