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

RVW Wealth’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 Q4	–	Sell	-1,805	Closed	-$67.7K	–	201
2023 Q3	$67.7K	Buy	+1,805	New	+$70.2K	0.01%	203
2020 Q2	–	Sell	-7,954	Closed	-$257K	–	94
2020 Q1	$257K	Sell	7,954 -21,501	-73%	-$871K	0.06%	85
2019 Q4	$1.35M	Sell	29,455 -90	-0.3%	-$3.91K	0.29%	41
2019 Q3	$1.22M	Buy	+29,545	New	+$1.26M	0.29%	40

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RVW Wealth's DEM Position: Q4 2023 in Review

RVW Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 1,805 shares — an estimated $67.7K sold.

RVW Wealth first reported a position in DEM in Q3 2019 and held it in 4 quarters. The position peaked at $1.35M in Q4 2019. 299 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

RVW Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
RVW Wealth sold 1,805 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $67.7K.
RVW Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2019 and held it in 4 quarters.
RVW Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.35M in Q4 2019.
299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.