Strategic Blueprint’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Strategic Blueprint’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
2022 Q4	–	Sell	-8,679	Closed	-$282K	–	513
2022 Q3	$282K	Sell	8,679 -4,861	-36%	-$176K	0.03%	386
2022 Q2	$501K	Sell	13,540 -174	-1%	-$7.08K	0.06%	275
2022 Q1	$600K	Buy	13,714 +1,642	+14%	+$73K	0.07%	251
2021 Q4	$523K	Buy	12,072 +569	+5%	+$24.8K	0.07%	260
2021 Q3	$502K	Sell	11,503 -7,896	-41%	-$354K	0.08%	239
2021 Q2	$886K	Buy	19,399 +7,851	+68%	+$360K	0.14%	147
2021 Q1	$512K	Buy	11,548 +4,234	+58%	+$182K	0.11%	166
2020 Q4	$301K	Buy	+7,314	New	+$280K	0.08%	191

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

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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

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

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

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

Strategic Blueprint's DEM Position: Q4 2022 in Review

Strategic Blueprint sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 8,679 shares — an estimated $282K sold.

Strategic Blueprint first reported a position in DEM in Q4 2020 and held it in 8 quarters. The position peaked at $886K in Q2 2021. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

Strategic Blueprint reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Strategic Blueprint sold 8,679 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $282K.
Strategic Blueprint first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 8 quarters.
Strategic Blueprint's WisdomTree Emerging Markets High Dividend Fund position peaked at $886K in Q2 2021.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Strategic Blueprint's 13F filing for Q4 2022, filed 26 Jan 2023.