PSI Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

PSI Advisors’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 Q4	–	Sell	-2,577	Closed	-$84K	–	783
2022 Q3	$84K	Sell	2,577 -1,267	-33%	-$45.9K	0.04%	171
2022 Q2	$142K	Sell	3,844 -1,689	-31%	-$68.8K	0.07%	145
2022 Q1	$242K	Sell	5,533 -89	-2%	-$3.96K	0.1%	126
2021 Q4	$244K	Sell	5,622 -700	-11%	-$30.5K	0.1%	136
2021 Q3	$276K	Sell	6,322 -200	-3%	-$8.97K	0.13%	125
2021 Q2	$297K	Sell	6,522 -50	-0.8%	-$2.29K	0.16%	112
2021 Q1	$291K	Buy	6,572 +238	+4%	+$10.2K	0.17%	108
2020 Q4	$260K	Sell	6,334 -80	-1%	-$3.06K	0.18%	105
2020 Q3	$226K	Hold	6,414	–	–	0.17%	108
2020 Q2	$231K	Sell	6,414 -20	-0.3%	-$705	0.19%	98
2020 Q1	$207K	Sell	6,434 -270	-4%	-$10.9K	0.19%	99
2019 Q4	$306K	Buy	+6,704	New	+$291K	0.2%	99

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PSI Advisors's DEM Position: Q4 2022 in Review

PSI Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 2,577 shares — an estimated $84K sold.

PSI Advisors first reported a position in DEM in Q4 2019 and held it in 12 quarters. The position peaked at $306K in Q4 2019. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

PSI Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
PSI Advisors sold 2,577 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $84K.
PSI Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 12 quarters.
PSI Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $306K in Q4 2019.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.