TD Ameritrade Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

TD Ameritrade Investment Management’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 Q3	–	Sell	-358	Closed	-$14K	–	108
2023 Q2	$14K	Sell	358 -42,467	-99%	-$1.63M	﹤0.01%	318
2023 Q1	$1.62M	Sell	42,825 -3,030	-7%	-$114K	0.02%	101
2022 Q4	$1.63M	Sell	45,855 -10,255	-18%	-$356K	0.02%	104
2022 Q3	$1.82M	Sell	56,110 -1,700	-3%	-$61.6K	0.02%	103
2022 Q2	$2.14M	Buy	57,810 +7,460	+15%	+$304K	0.02%	103
2022 Q1	$2.2M	Buy	50,350 +5,475	+12%	+$243K	0.02%	101
2021 Q4	$1.94M	Sell	44,875 -12,130	-21%	-$528K	0.01%	105
2021 Q3	$2.01M	Buy	57,005 +3,660	+7%	+$164K	0.02%	98
2021 Q2	$2.44M	Sell	53,345 -8,316	-13%	-$381K	0.02%	97
2021 Q1	$2.54M	Hold	61,661	–	–	0.02%	93
2020 Q4	$2.54M	Buy	61,661 +4,656	+8%	+$178K	0.02%	93
2020 Q3	$2.01M	Sell	57,005 -2,315	-4%	-$86.7K	0.02%	98
2020 Q2	$2.14M	Sell	59,320 -29,019	-33%	-$1.02M	0.02%	98
2020 Q1	$2.85M	Buy	88,339 +26,937	+44%	+$1.09M	0.03%	87
2019 Q4	$2.81M	Buy	61,402 +2,563	+4%	+$111K	0.02%	91
2019 Q3	$2.43M	Buy	58,839 +15,688	+36%	+$671K	0.02%	92
2019 Q2	$1.93M	Buy	43,151 +18,368	+74%	+$804K	0.02%	96
2019 Q1	$1.09M	Sell	24,783 -80	-0.3%	-$3.46K	0.01%	105
2018 Q4	$998K	Sell	24,863 -57,757	-70%	-$2.37M	0.01%	98
2018 Q3	$3.61M	Buy	+82,620	New	+$3.59M	0.03%	73
2014 Q2	–	Sell	-305	Closed	-$15K	–	87
2014 Q1	$15K	Sell	305 -19	-6%	-$903	﹤0.01%	99
2013 Q4	$17K	Sell	324 -752	-70%	-$39.2K	﹤0.01%	93
2013 Q3	$56K	Buy	1,076 +595	+124%	+$29.9K	﹤0.01%	80
2013 Q2	$23K	Buy	+481	New	+$25.8K	﹤0.01%	88

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

TD Ameritrade Investment Management's DEM Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 358 shares — an estimated $14K sold.

TD Ameritrade Investment Management first reported a position in DEM in Q2 2013 and held it in 24 quarters. The position peaked at $3.61M in Q3 2018. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

TD Ameritrade Investment Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 358 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $14K.
TD Ameritrade Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 24 quarters.
TD Ameritrade Investment Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.61M in Q3 2018.
279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.