Institutional & Family Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Institutional & Family Asset 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
2021 Q4	–	Sell	-1,000	Closed	-$44K	–	828
2021 Q3	$44K	Hold	1,000	–	–	0.01%	347
2021 Q2	$46K	Hold	1,000	–	–	0.01%	339
2021 Q1	$44K	Hold	1,000	–	–	0.01%	371
2020 Q4	$41K	Hold	1,000	–	–	0.01%	352
2020 Q3	$35K	Buy	+1,000	New	+$37.5K	0.01%	328

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

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

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

Institutional & Family Asset Management's DEM Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2021, closing a stake of 1,000 shares — an estimated $44K sold.

Institutional & Family Asset Management first reported a position in DEM in Q3 2020 and held it in 5 quarters. The position peaked at $46K in Q2 2021. 258 funds tracked by Wall St. Rank hold DEM as of Q4 2021.

Institutional & Family Asset Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 1,000 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2021, an estimated $44K.
Institutional & Family Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2020 and held it in 5 quarters.
Institutional & Family Asset Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $46K in Q2 2021.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.