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

Ranch Capital 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
2021 Q4	–	Sell	-240	Closed	-$10K	–	252
2021 Q3	$10K	Buy	+240	New	+$10.8K	0.01%	466
2021 Q2	–	Sell	-240	Closed	-$11K	–	642
2021 Q1	$10K	Hold	240	–	–	0.01%	628
2020 Q4	$9K	Hold	240	–	–	0.01%	645
2020 Q3	$8K	Hold	240	–	–	0.01%	660
2020 Q2	$9K	Sell	240 -418	-64%	-$14.7K	0.01%	656
2020 Q1	$21K	Sell	658 -19,563	-97%	-$793K	0.02%	428
2019 Q4	$926K	Buy	20,221 +7,594	+60%	+$330K	0.75%	25
2019 Q3	$522K	Buy	+12,627	New	+$540K	0.56%	57

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

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Ranch Capital Advisors's DEM Position: Q4 2021 in Review

Ranch Capital Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2021, closing a stake of 240 shares — an estimated $10K sold.

Ranch Capital Advisors first reported a position in DEM in Q3 2019 and held it in 8 quarters. The position peaked at $926K in Q4 2019. 258 funds tracked by Wall St. Rank hold DEM as of Q4 2021.

Ranch Capital Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 240 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2021, an estimated $10K.
Ranch Capital Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2019 and held it in 8 quarters.
Ranch Capital Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $926K in Q4 2019.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.