MPS Loria Financial Planners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

MPS Loria Financial Planners’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	-249	Closed	-$11K	–	221
2021 Q1	$11K	Hold	249	–	–	0.01%	285
2020 Q4	$10K	Buy	249 +72	+41%	+$2.76K	﹤0.01%	294
2020 Q3	$6K	Buy	177 +5	+3%	+$187	﹤0.01%	263
2020 Q2	$6K	Buy	+172	New	+$6.06K	﹤0.01%	273
2017 Q3	–	Sell	-552	Closed	-$23K	–	147
2017 Q2	$23K	Buy	+552	New	+$22.6K	0.02%	218

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MPS Loria Financial Planners's DEM Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2021, closing a stake of 249 shares — an estimated $11K sold.

MPS Loria Financial Planners first reported a position in DEM in Q2 2017 and held it in 5 quarters. The position peaked at $23K in Q2 2017. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

MPS Loria Financial Planners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 249 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $11K.
MPS Loria Financial Planners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's WisdomTree Emerging Markets High Dividend Fund position peaked at $23K in Q2 2017.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.