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Inscription Capital’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Inscription Capital’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
Q3 		– Sell
-54,016
Closed -$2.47M – 251
2021
Q2 		$2.47M Buy
+54,016
New +$2.47M 0.28% 76

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Inscription Capital's DEM Position: Q3 2021 in Review

Inscription Capital sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2021, closing a stake of 54,016 shares — an estimated $2.47M sold.

Inscription Capital first reported a position in DEM in Q2 2021 and held it in 1 quarter. The position peaked at $2.47M in Q2 2021. 245 funds tracked by Wall St. Rank hold DEM as of Q3 2021.

  • Inscription Capital reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • Inscription Capital sold 54,016 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2021, an estimated $2.47M.
  • Inscription Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2021 and held it in 1 quarter.
  • Inscription Capital's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.47M in Q2 2021.
  • 245 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2021.

Based on Inscription Capital's 13F filing for Q3 2021, filed 9 Nov 2021.