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Patriot Financial Group Insurance Agency’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-706
Closed -$26K – 760
2022
Q2 		$26K Buy
706
+489
+225% +$19.9K 0.01% 923
2022
Q1 		$9K Buy
217
+1
+0.5% +$44 ﹤0.01% 1391
2021
Q4 		$9K Sell
216
-100
-32% -$4.35K ﹤0.01% 1519
2021
Q3 		$14K Sell
316
-100
-24% -$4.48K ﹤0.01% 1344
2021
Q2 		$19K Sell
416
-296
-42% -$13.6K ﹤0.01% 1200
2021
Q1 		$32K Sell
712
-1,065
-60% -$45.8K 0.01% 927
2020
Q4 		$73K Sell
1,777
-469
-21% -$18K 0.02% 576
2020
Q3 		$79K Sell
2,246
-441
-16% -$16.5K 0.03% 445
2020
Q2 		$97K Sell
2,687
-1,318
-33% -$46.4K 0.04% 347
2020
Q1 		$129K Buy
4,005
+983
+33% +$39.8K 0.06% 281
2019
Q4 		$138K Sell
3,022
-1,644
-35% -$71.4K 0.05% 285
2019
Q3 		$193K Buy
4,666
+827
+22% +$35.4K 0.09% 206
2019
Q2 		$172K Buy
3,839
+1,261
+49% +$55.2K 0.07% 214
2019
Q1 		$113K Buy
2,578
+236
+10% +$10.2K 0.06% 247
2018
Q4 		$94K Sell
2,342
-45
-2% -$1.84K 0.06% 218
2018
Q3 		$104K Buy
+2,387
New +$104K 0.06% 202
2018
Q2 		– Sell
-1,896
Closed -$89K – 660
2018
Q1 		$89K Sell
1,896
-17
-0.9% -$813 0.07% 231
2017
Q4 		$91K Buy
1,913
+12
+0.6% +$524 0.07% 223
2017
Q3 		$82K Buy
1,901
+37
+2% +$1.59K 0.07% 195
2017
Q2 		$76K Buy
1,864
+28
+2% +$1.15K 0.08% 187
2017
Q1 		$75K Sell
1,836
-200
-10% -$7.97K 0.08% 178
2016
Q4 		$78K Buy
+2,036
New +$76K 0.11% 168

Other funds holding DEM

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Bank of America
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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DEM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 706 shares — an estimated $26K sold.

Patriot Financial Group Insurance Agency first reported a position in DEM in Q4 2016 and held it in 22 quarters. The position peaked at $193K in Q3 2019. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 706 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $26K.
  • Patriot Financial Group Insurance Agency first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's WisdomTree Emerging Markets High Dividend Fund position peaked at $193K in Q3 2019.
  • 241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.