High Net Worth Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-1,140	Closed	-$40.6K	–	276
2022 Q4	$40.6K	Buy	1,140 +6	+0.5%	+$208	0.02%	358
2022 Q3	$37K	Buy	1,134 +624	+122%	+$22.6K	0.02%	374
2022 Q2	$19K	Buy	+510	New	+$20.8K	0.01%	456

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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

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

High Net Worth Advisory Group's DEM Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2023, closing a stake of 1,140 shares — an estimated $40.6K sold.

High Net Worth Advisory Group first reported a position in DEM in Q2 2022 and held it in 3 quarters. The position peaked at $40.6K in Q4 2022. 267 funds tracked by Wall St. Rank hold DEM as of Q1 2023.

High Net Worth Advisory Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,140 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2023, an estimated $40.6K.
High Net Worth Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2022 and held it in 3 quarters.
High Net Worth Advisory Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $40.6K in Q4 2022.
267 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.