Retirement Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Retirement Group’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
2024 Q1	$42.4K	Sell	1,013 -228	-18%	-$9.3K	0.02%	255
2023 Q4	$50.5K	Hold	1,241	–	–	0.02%	219
2023 Q3	$46.5K	Buy	1,241 +25	+2%	+$972	0.02%	214
2023 Q2	$46.5K	Hold	1,216	–	–	0.02%	211
2023 Q1	$46K	Hold	1,216	–	–	0.02%	204
2022 Q4	$43K	Buy	1,216 +468	+63%	+$16.2K	0.02%	197
2022 Q3	$24K	Sell	748 -505	-40%	-$18.3K	0.02%	163
2022 Q2	$46K	Sell	1,253 -606	-33%	-$24.7K	0.02%	222
2022 Q1	$81K	Hold	1,859	–	–	0.03%	185
2021 Q4	$81K	Sell	1,859 -436	-19%	-$19K	0.04%	180
2021 Q3	$100K	Sell	2,295 -77	-3%	-$3.45K	0.05%	164
2021 Q2	$108K	Hold	2,372	–	–	0.05%	155
2021 Q1	$105K	Hold	2,372	–	–	0.05%	179
2020 Q4	$97K	Hold	2,372	–	–	0.04%	185
2020 Q3	$84K	Buy	2,372 +92	+4%	+$3.44K	0.05%	193
2020 Q2	$82K	Buy	+2,280	New	+$80.3K	0.05%	190
2019 Q4	$113K	Buy	+2,475	New	+$108K	0.07%	156

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Retirement Group's DEM Position: Q1 2024 in Review

Retirement Group reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 18% in Q1 2024, selling an estimated $9.3K and leaving 1,013 shares worth $42.4K. The position accounts for 0.02% of the portfolio, ranked #255.

Retirement Group first reported a position in DEM in Q4 2019 and has held it in 17 quarters since. The position peaked at $113K in Q4 2019. 301 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

Retirement Group held 1,013 shares of WisdomTree Emerging Markets High Dividend Fund worth $42.4K as of Q1 2024.
Retirement Group sold 228 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $9.3K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Retirement Group's portfolio in Q1 2024, its #255 holding.
Retirement Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 17 quarters since.
Retirement Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $113K in Q4 2019.
301 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.