Mascoma Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Mascoma Wealth 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
2023 Q2	–	Sell	-58	Closed	-$2.22K	–	512
2023 Q1	$2.22K	Hold	58	–	–	﹤0.01%	542
2022 Q4	$2.07K	Hold	58	–	–	﹤0.01%	564
2022 Q3	$2K	Hold	58	–	–	﹤0.01%	553
2022 Q2	$2K	Hold	58	–	–	﹤0.01%	563
2022 Q1	$3K	Hold	58	–	–	﹤0.01%	534
2021 Q4	$3K	Hold	58	–	–	﹤0.01%	477
2021 Q3	$3K	Buy	+58	New	+$2.6K	﹤0.01%	405
2021 Q2	–	Sell	-58	Closed	-$3K	–	183
2021 Q1	$3K	Buy	+58	New	+$2.5K	﹤0.01%	402

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Mascoma Wealth Management's DEM Position: Q2 2023 in Review

Mascoma Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2023, closing a stake of 58 shares — an estimated $2.22K sold.

Mascoma Wealth Management first reported a position in DEM in Q1 2021 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 278 funds tracked by Wall St. Rank hold DEM as of Q2 2023.

Mascoma Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 58 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2023, an estimated $2.22K.
Mascoma Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2021 and held it in 8 quarters.
Mascoma Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $3K in Q1 2022.
278 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.