Rooted Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Rooted Wealth 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
2023 Q2	–	Sell	-45,816	Closed	-$1.78M	–	84
2023 Q1	$1.78M	Buy	45,816 +1,526	+3%	+$57.6K	1.32%	22
2022 Q4	$1.58M	Buy	+44,290	New	+$1.54M	1.32%	24

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

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

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

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

AAS

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

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

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Rooted Wealth Advisors's DEM Position: Q2 2023 in Review

Rooted Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2023, closing a stake of 45,816 shares — an estimated $1.78M sold.

Rooted Wealth Advisors first reported a position in DEM in Q4 2022 and held it in 2 quarters. The position peaked at $1.78M in Q1 2023. 278 funds tracked by Wall St. Rank hold DEM as of Q2 2023.

Rooted Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2023 after selling out during the quarter.
Rooted Wealth Advisors sold 45,816 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2023, an estimated $1.78M.
Rooted Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 2 quarters.
Rooted Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.78M in Q1 2023.
278 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2023.

Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.