Hexagon Capital Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Hexagon Capital Partners’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	-140	Closed	-$5.3K	–	1441
2023 Q1	$5.3K	Hold	140	–	–	﹤0.01%	878
2022 Q4	$4.99K	Hold	140	–	–	﹤0.01%	920
2022 Q3	$5K	Hold	140	–	–	﹤0.01%	920
2022 Q2	$5K	Hold	140	–	–	﹤0.01%	793
2022 Q1	$6K	Hold	140	–	–	﹤0.01%	687
2021 Q4	$6K	Hold	140	–	–	﹤0.01%	654
2021 Q3	$6K	Hold	140	–	–	﹤0.01%	646
2021 Q2	$6K	Hold	140	–	–	﹤0.01%	617
2021 Q1	$6K	Sell	140 -845	-86%	-$36.3K	﹤0.01%	572
2020 Q4	$40K	Hold	985	–	–	0.01%	296
2020 Q3	$34K	Buy	+985	New	+$36.9K	0.01%	291

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

Hexagon Capital Partners's DEM Position: Q2 2023 in Review

Hexagon Capital Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2023, closing a stake of 140 shares — an estimated $5.3K sold.

Hexagon Capital Partners first reported a position in DEM in Q3 2020 and held it in 11 quarters. The position peaked at $40K in Q4 2020. 278 funds tracked by Wall St. Rank hold DEM as of Q2 2023.

Hexagon Capital Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Hexagon Capital Partners sold 140 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2023, an estimated $5.3K.
Hexagon Capital Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2020 and held it in 11 quarters.
Hexagon Capital Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $40K in Q4 2020.
278 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2023.

Based on Hexagon Capital Partners's 13F filing for Q2 2023, filed 24 Jul 2023.