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

Lindbrook 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
2023 Q1	–	Sell	-2,500	Closed	-$89.1K	–	2812
2022 Q4	$89.1K	Buy	+2,500	New	+$86.7K	0.01%	518
2022 Q2	–	Sell	-4,787	Closed	-$209K	–	2540
2022 Q1	$209K	Hold	4,787	–	–	0.03%	278
2021 Q4	$207K	Buy	4,787 +1,134	+31%	+$49.4K	0.03%	293
2021 Q3	$159K	Hold	3,653	–	–	0.04%	187
2021 Q2	$167K	Buy	3,653 +442	+14%	+$20.2K	0.04%	196
2021 Q1	$142K	Hold	3,211	–	–	0.03%	216
2020 Q4	$132K	Buy	+3,211	New	+$123K	0.03%	196

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Lindbrook Capital's DEM Position: Q1 2023 in Review

Lindbrook Capital sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2023, closing a stake of 2,500 shares — an estimated $89.1K sold.

Lindbrook Capital first reported a position in DEM in Q4 2020 and held it in 7 quarters. The position peaked at $209K in Q1 2022. 267 funds tracked by Wall St. Rank hold DEM as of Q1 2023.

Lindbrook Capital reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2023 after selling out during the quarter.
Lindbrook Capital sold 2,500 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2023, an estimated $89.1K.
Lindbrook Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 7 quarters.
Lindbrook Capital's WisdomTree Emerging Markets High Dividend Fund position peaked at $209K in Q1 2022.
267 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2023.

Based on Lindbrook Capital's 13F filing for Q1 2023, filed 26 Apr 2023.