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

Running Point 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	-4,721	Closed	-$206K	–	125
2021 Q3	$206K	Hold	4,721	–	–	0.09%	102
2021 Q2	$216K	Hold	4,721	–	–	0.1%	92
2021 Q1	$209K	Hold	4,721	–	–	0.12%	80
2020 Q4	$194K	Buy	+4,721	New	+$181K	0.11%	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

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

Running Point Capital Advisors's DEM Position: Q4 2021 in Review

Running Point Capital Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2021, closing a stake of 4,721 shares — an estimated $206K sold.

Running Point Capital Advisors first reported a position in DEM in Q4 2020 and held it in 4 quarters. The position peaked at $216K in Q2 2021. 258 funds tracked by Wall St. Rank hold DEM as of Q4 2021.

Running Point Capital Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 4,721 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2021, an estimated $206K.
Running Point Capital Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $216K in Q2 2021.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.