IHT Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

IHT Wealth Management’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	-32,597	Closed	-$1.23M	–	980
2023 Q1	$1.23M	Buy	+32,597	New	+$1.23M	0.07%	265
2022 Q3	–	Sell	-5,855	Closed	-$217K	–	878
2022 Q2	$217K	Buy	5,855 +608	+12%	+$24.8K	0.02%	644
2022 Q1	$230K	Buy	+5,247	New	+$233K	0.02%	665
2018 Q2	–	Sell	-408	Closed	-$19K	–	632
2018 Q1	$19K	Buy	+408	New	+$19.5K	0.01%	995

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

IHT Wealth Management's DEM Position: Q2 2023 in Review

IHT Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2023, closing a stake of 32,597 shares — an estimated $1.23M sold.

IHT Wealth Management first reported a position in DEM in Q1 2018 and held it in 4 quarters. The position peaked at $1.23M in Q1 2023. 278 funds tracked by Wall St. Rank hold DEM as of Q2 2023.

IHT Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2023 after selling out during the quarter.
IHT Wealth Management sold 32,597 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2023, an estimated $1.23M.
IHT Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 4 quarters.
IHT Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.23M in Q1 2023.
278 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.