Quadrant Private Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Quadrant Private Wealth Management’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 Q1	–	Sell	-5,097	Closed	-$221K	–	213
2021 Q4	$221K	Hold	5,097	–	–	0.08%	179
2021 Q3	$222K	Hold	5,097	–	–	0.09%	177
2021 Q2	$233K	Hold	5,097	–	–	0.09%	170
2021 Q1	$226K	Sell	5,097 -281	-5%	-$12.1K	0.1%	174
2020 Q4	$221K	Buy	+5,378	New	+$206K	0.1%	170
2020 Q1	–	Sell	-4,582	Closed	-$210K	–	152
2019 Q4	$210K	Buy	+4,582	New	+$199K	0.19%	103

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Quadrant Private Wealth Management's DEM Position: Q1 2022 in Review

Quadrant Private Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2022, closing a stake of 5,097 shares — an estimated $221K sold.

Quadrant Private Wealth Management first reported a position in DEM in Q4 2019 and held it in 6 quarters. The position peaked at $233K in Q2 2021. 264 funds tracked by Wall St. Rank hold DEM as of Q1 2022.

Quadrant Private Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2022 after selling out during the quarter.
Quadrant Private Wealth Management sold 5,097 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2022, an estimated $221K.
Quadrant Private Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 6 quarters.
Quadrant Private Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $233K in Q2 2021.
264 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2022.

Based on Quadrant Private Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.