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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-98
Closed -$3K 240
2022
Q3
$3K Hold
98
﹤0.01% 630
2022
Q2
$4K Buy
+98
New +$3.99K ﹤0.01% 645

Other funds holding DEM

Selective Wealth Management's DEM Position: Q4 2022 in Review

Selective Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 98 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in DEM in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

  • Selective Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 98 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $3K.
  • Selective Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $4K in Q2 2022.
  • 255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.