Quantitative Advantage’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Quantitative Advantage’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
2023 Q1	$1.67M	Buy	44,232 +8,440	+24%	+$318K	0.24%	73
2022 Q4	$1.28M	Buy	35,792 +10,754	+43%	+$373K	0.2%	79
2022 Q3	$814K	Buy	25,038 +7,092	+40%	+$257K	0.14%	84
2022 Q2	$665K	Buy	+17,946	New	+$731K	0.12%	75

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

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

AAS

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Quantitative Advantage's DEM Position: Q1 2023 in Review

Quantitative Advantage increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 24% in Q1 2023, buying an estimated $318K and bringing the position to 44,232 shares worth $1.67M. The position accounts for 0.24% of the portfolio, ranked #73.

Quantitative Advantage first reported a position in DEM in Q2 2022 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold DEM as of Q1 2023.

Quantitative Advantage held 44,232 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.67M as of Q1 2023.
Quantitative Advantage bought 8,440 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2023, an estimated $318K.
WisdomTree Emerging Markets High Dividend Fund made up 0.24% of Quantitative Advantage's portfolio in Q1 2023, its #73 holding.
Quantitative Advantage first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2022 and has held it in 4 quarters since.
267 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.