Householder Group Estate & Retirement Specialist’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-200	Closed	-$7.5K	–	1176
2023 Q3	$7.5K	Buy	+200	New	+$7.78K	﹤0.01%	853
2023 Q1	$8K	Buy	+200	New	+$7.54K	﹤0.01%	850
2022 Q4	–	Sell	-200	Closed	-$6K	–	487
2022 Q3	$6K	Buy	+200	New	+$7.24K	﹤0.01%	833

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DEM Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 200 shares — an estimated $7.5K sold.

Householder Group Estate & Retirement Specialist first reported a position in DEM in Q3 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2023. 299 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 200 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $7.5K.
Householder Group Estate & Retirement Specialist first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's WisdomTree Emerging Markets High Dividend Fund position peaked at $8K in Q1 2023.
299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.