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JD Financial Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

JD Financial Services’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
Q2 		– Sell
-6,273
Closed -$278K – 36
2021
Q1 		$278K Sell
6,273
-287,237
-98% -$12.4M 0.35% 35
2020
Q4 		$12.1M Buy
+293,510
New +$11.2M 13.17% 3

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JD Financial Services's DEM Position: Q2 2021 in Review

JD Financial Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2021, closing a stake of 6,273 shares — an estimated $278K sold.

JD Financial Services first reported a position in DEM in Q4 2020 and held it in 2 quarters. The position peaked at $12.1M in Q4 2020. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

  • JD Financial Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2021 after selling out during the quarter.
  • JD Financial Services sold 6,273 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $278K.
  • JD Financial Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 2 quarters.
  • JD Financial Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $12.1M in Q4 2020.
  • 256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on JD Financial Services's 13F filing for Q2 2021, filed 16 Aug 2021.