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Guardian Wealth Management (Illinois)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Guardian Wealth Management (Illinois)’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
Q4 		– Sell
-122
Closed -$4K – 257
2022
Q3 		$4K Buy
+122
New +$4.42K ﹤0.01% 191

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s DEM Position: Q4 2022 in Review

Guardian Wealth Management (Illinois) sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 122 shares — an estimated $4K sold.

Guardian Wealth Management (Illinois) first reported a position in DEM in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

  • Guardian Wealth Management (Illinois) reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 122 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $4K.
  • Guardian Wealth Management (Illinois) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $4K in Q3 2022.
  • 255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q4 2022, filed 10 Feb 2023.