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

RFP Financial 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
2023
Q3 		– Sell
-120
Closed -$4.61K – 910
2023
Q2 		$4.61K Buy
120
+2
+2% +$77 ﹤0.01% 564
2023
Q1 		$4.47K Hold
118
– – 0.01% 410
2022
Q4 		$4.2K Buy
+118
New +$4.09K ﹤0.01% 552

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RFP Financial Group's DEM Position: Q3 2023 in Review

RFP Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 120 shares — an estimated $4.61K sold.

RFP Financial Group first reported a position in DEM in Q4 2022 and held it in 3 quarters. The position peaked at $4.61K in Q2 2023. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

  • RFP Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • RFP Financial Group sold 120 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $4.61K.
  • RFP Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 3 quarters.
  • RFP Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.61K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on RFP Financial Group's 13F filing for Q3 2023, filed 30 Oct 2023.