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Steph & Co’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Steph & Co’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
Q1 		– Sell
-232
Closed -$10K – 235
2020
Q4 		$10K Buy
+232
New +$8.89K 0.01% 214

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steph & Co's DEM Position: Q1 2021 in Review

Steph & Co sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2021, closing a stake of 232 shares — an estimated $10K sold.

Steph & Co first reported a position in DEM in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 262 funds tracked by Wall St. Rank hold DEM as of Q1 2021.

  • Steph & Co reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Steph & Co sold 232 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2021, an estimated $10K.
  • Steph & Co first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 1 quarter.
  • Steph & Co's WisdomTree Emerging Markets High Dividend Fund position peaked at $10K in Q4 2020.
  • 262 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2021.

Based on Steph & Co's 13F filing for Q1 2021, filed 16 Apr 2021.