HC Financial Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

HC Financial Advisors’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	-93	Closed	-$4K	–	316
2021 Q4	$4K	Hold	93	–	–	﹤0.01%	288
2021 Q3	$4K	Hold	93	–	–	﹤0.01%	282
2021 Q2	$4K	Hold	93	–	–	﹤0.01%	294
2021 Q1	$4K	Buy	+93	New	+$4K	﹤0.01%	302

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 $4.05B AUM 19.01% 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

HC Financial Advisors's DEM Position: Q1 2022 in Review

HC Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2022, closing a stake of 93 shares — an estimated $4K sold.

HC Financial Advisors first reported a position in DEM in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 264 funds tracked by Wall St. Rank hold DEM as of Q1 2022.

HC Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2022 after selling out during the quarter.
HC Financial Advisors sold 93 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2022, an estimated $4K.
HC Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2021 and held it in 4 quarters.
HC Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $4K in Q4 2021.
264 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2022.

Based on HC Financial Advisors's 13F filing for Q1 2022, filed 4 May 2022.