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

Hoover 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
2021 Q2	$96K	Buy	2,093 +1	+0%	+$46	0.02%	208
2021 Q1	$97K	Sell	2,092 -48	-2%	-$2.06K	0.02%	195
2020 Q4	$93K	Sell	2,140 -1,233	-37%	-$47.2K	0.02%	179
2020 Q3	$119K	Sell	3,373 -4,771	-59%	-$179K	0.04%	115
2020 Q2	$294K	Buy	8,144 +10	+0.1%	+$352	0.11%	70
2020 Q1	$262K	Sell	8,134 -9,181	-53%	-$372K	0.14%	63
2019 Q4	$793K	Buy	+17,315	New	+$752K	0.39%	32

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hoover Financial Advisors's DEM Position: Q2 2021 in Review

Hoover Financial Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.05% in Q2 2021, buying an estimated $46 and bringing the position to 2,093 shares worth $96K. The position accounts for 0.02% of the portfolio, ranked #208.

Hoover Financial Advisors first reported a position in DEM in Q4 2019 and has held it in 7 quarters since. The position peaked at $793K in Q4 2019. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

Hoover Financial Advisors held 2,093 shares of WisdomTree Emerging Markets High Dividend Fund worth $96K as of Q2 2021.
Hoover Financial Advisors bought 1 WisdomTree Emerging Markets High Dividend Fund share in Q2 2021, an estimated $46.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Hoover Financial Advisors's portfolio in Q2 2021, its #208 holding.
Hoover Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 7 quarters since.
Hoover Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $793K in Q4 2019.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.