IAG Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

IAG Wealth 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 Q4	–	Sell	-2,040	Closed	-$76.5K	–	437
2023 Q3	$76.5K	Hold	2,040	–	–	0.02%	120
2023 Q2	$78.1K	Sell	2,040 -400	-16%	-$15.4K	0.02%	128
2023 Q1	$92.4K	Hold	2,440	–	–	0.03%	106
2022 Q4	$87K	Hold	2,440	–	–	0.03%	102
2022 Q3	$79K	Hold	2,440	–	–	0.03%	97
2022 Q2	$90K	Hold	2,440	–	–	0.03%	94
2022 Q1	$107K	Buy	+2,440	New	+$108K	0.03%	92

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $672B AUM 33.48% 1-Year Est. Return

IAG Wealth Partners's DEM Position: Q4 2023 in Review

IAG Wealth Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 2,040 shares — an estimated $76.5K sold.

IAG Wealth Partners first reported a position in DEM in Q1 2022 and held it in 7 quarters. The position peaked at $107K in Q1 2022. 300 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

IAG Wealth Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 2,040 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $76.5K.
IAG Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and held it in 7 quarters.
IAG Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $107K in Q1 2022.
300 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.