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

TD Capital 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
2022 Q1	–	Sell	-100	Closed	-$4K	–	159
2021 Q4	$4K	Buy	100 +90	+900%	+$3.92K	﹤0.01%	317
2021 Q3	$0	Sell	10 -200	-95%	-$8.97K	﹤0.01%	367
2021 Q2	$10K	Hold	210	–	–	﹤0.01%	240
2021 Q1	$9K	Sell	210 -100	-32%	-$4.3K	﹤0.01%	231
2020 Q4	$13K	Hold	310	–	–	﹤0.01%	192
2020 Q3	$11K	Buy	310 +200	+182%	+$7.49K	﹤0.01%	176
2020 Q2	$4K	Hold	110	–	–	﹤0.01%	202
2020 Q1	$4K	Hold	110	–	–	﹤0.01%	187
2019 Q4	$5K	Hold	110	–	–	﹤0.01%	207
2019 Q3	$5K	Hold	110	–	–	﹤0.01%	204
2019 Q2	$5K	Buy	+110	New	+$4.82K	﹤0.01%	196

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TD Capital Management's DEM Position: Q1 2022 in Review

TD Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2022, closing a stake of 100 shares — an estimated $4K sold.

TD Capital Management first reported a position in DEM in Q2 2019 and held it in 11 quarters. The position peaked at $13K in Q4 2020. 264 funds tracked by Wall St. Rank hold DEM as of Q1 2022.

TD Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2022 after selling out during the quarter.
TD Capital Management sold 100 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2022, an estimated $4K.
TD Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2019 and held it in 11 quarters.
TD Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $13K in Q4 2020.
264 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2022.

Based on TD Capital Management's 13F filing for Q1 2022, filed 18 May 2022.