Prudential plc’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Prudential plc’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	-6,000	Closed	-$222K	–	838
2022 Q2	$222K	Sell	6,000 -6,000	-50%	-$244K	﹤0.01%	761
2022 Q1	$525K	Buy	+12,000	New	+$533K	0.01%	587
2019 Q4	–	Sell	-43,341	Closed	-$1.79M	–	615
2019 Q3	$1.79M	Buy	43,341 +13,009	+43%	+$557K	0.01%	492
2019 Q2	$1.35M	Hold	30,332	–	–	﹤0.01%	509
2019 Q1	$1.33M	Sell	30,332 -6,700	-18%	-$289K	﹤0.01%	437
2018 Q4	$1.49M	Hold	37,032	–	–	0.01%	429
2018 Q3	$1.62M	Buy	37,032 +10,000	+37%	+$435K	0.01%	444
2018 Q2	$1.16M	Buy	27,032 +16,032	+146%	+$733K	﹤0.01%	487
2018 Q1	$526K	Buy	+11,000	New	+$526K	﹤0.01%	563

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

Prudential plc's DEM Position: Q3 2022 in Review

Prudential plc sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 6,000 shares — an estimated $222K sold.

Prudential plc first reported a position in DEM in Q1 2018 and held it in 9 quarters. The position peaked at $1.79M in Q3 2019. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

Prudential plc reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Prudential plc sold 6,000 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $222K.
Prudential plc first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2018 and held it in 9 quarters.
Prudential plc's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.79M in Q3 2019.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Prudential plc's 13F filing for Q3 2022, filed 14 Nov 2022.