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Investment Research & Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Investment Research & Advisory Group’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
Q3 		– Sell
-567
Closed -$21.7K – 220
2023
Q2 		$21.7K Buy
+567
New +$21.8K 0.01% 128

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Investment Research & Advisory Group's DEM Position: Q3 2023 in Review

Investment Research & Advisory Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 567 shares — an estimated $21.7K sold.

Investment Research & Advisory Group first reported a position in DEM in Q2 2023 and held it in 1 quarter. The position peaked at $21.7K in Q2 2023. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

  • Investment Research & Advisory Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Investment Research & Advisory Group sold 567 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $21.7K.
  • Investment Research & Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $21.7K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Investment Research & Advisory Group's 13F filing for Q3 2023, filed 19 Oct 2023.