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

Herold 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
Q2 		– Sell
-100
Closed -$4.38K – 287
2022
Q1 		$4.38K Buy
+100
New +$4.44K ﹤0.01% 680
2021
Q4 		– Sell
-100
Closed -$4K – 288
2021
Q3 		$4K Buy
+100
New +$4.48K ﹤0.01% 675

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Herold Advisors's DEM Position: Q2 2022 in Review

Herold Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2022, closing a stake of 100 shares — an estimated $4.38K sold.

Herold Advisors first reported a position in DEM in Q3 2021 and held it in 2 quarters. The position peaked at $4.38K in Q1 2022. 253 funds tracked by Wall St. Rank hold DEM as of Q2 2022.

  • Herold Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 100 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2022, an estimated $4.38K.
  • Herold Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.38K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.