Principle Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Principle Wealth Partners’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
2024 Q1	–	Sell	-5,010	Closed	-$204K	–	346
2023 Q4	$204K	Sell	5,010 -350	-7%	-$13.4K	0.02%	325
2023 Q3	$201K	Sell	5,360 -270	-5%	-$10.5K	0.02%	311
2023 Q2	$215K	Sell	5,630 -4,200	-43%	-$161K	0.02%	308
2023 Q1	$372K	Sell	9,830 -1,080	-10%	-$40.7K	0.04%	224
2022 Q4	$389K	Sell	10,910 -10,440	-49%	-$362K	0.04%	218
2022 Q3	$695	Sell	21,350 -22,240	-51%	-$806K	0.07%	152
2022 Q2	$1.61M	Sell	43,590 -8,975	-17%	-$365K	0.19%	100
2022 Q1	$2.3M	Buy	52,565 +1,400	+3%	+$62.2K	0.24%	90
2021 Q4	$2.22M	Sell	51,165 -541	-1%	-$23.6K	0.23%	85
2021 Q3	$2.26M	Sell	51,706 -2,310	-4%	-$104K	0.26%	80
2021 Q2	$2.47M	Sell	54,016 -2,680	-5%	-$123K	0.28%	76
2021 Q1	$2.52M	Buy	56,696 +9,791	+21%	+$421K	0.29%	70
2020 Q4	$1.93M	Buy	+46,905	New	+$1.8M	0.25%	80

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Principle Wealth Partners's DEM Position: Q1 2024 in Review

Principle Wealth Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2024, closing a stake of 5,010 shares — an estimated $204K sold.

Principle Wealth Partners first reported a position in DEM in Q4 2020 and held it in 13 quarters. The position peaked at $2.52M in Q1 2021. 299 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

Principle Wealth Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Principle Wealth Partners sold 5,010 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $204K.
Principle Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 13 quarters.
Principle Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.52M in Q1 2021.
299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Principle Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.