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TFG Advisers’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

TFG Advisers’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
-6,481
Closed -$211K – 194
2022
Q3 		$211K Sell
6,481
-512
-7% -$18.5K 0.12% 180
2022
Q2 		$259K Buy
6,993
+763
+12% +$31.1K 0.14% 156
2022
Q1 		$273K Buy
6,230
+41
+0.7% +$1.82K 0.13% 165
2021
Q4 		$268K Buy
6,189
+221
+4% +$9.62K 0.12% 174
2021
Q3 		$260K Buy
5,968
+467
+8% +$20.9K 0.13% 169
2021
Q2 		$251K Sell
5,501
-597
-10% -$27.3K 0.12% 171
2021
Q1 		$270K Sell
6,098
-1,811
-23% -$77.9K 0.14% 155
2020
Q4 		$325K Sell
7,909
-4,563
-37% -$175K 0.17% 137
2020
Q3 		$439K Sell
12,472
-2,487
-17% -$93.1K 0.25% 101
2020
Q2 		$540K Buy
14,959
+83
+0.6% +$2.92K 0.35% 84
2020
Q1 		$479K Buy
14,876
+520
+4% +$21.1K 0.38% 80
2019
Q4 		$657K Buy
14,356
+259
+2% +$11.3K 0.37% 76
2019
Q3 		$582K Buy
14,097
+689
+5% +$29.5K 0.39% 81
2019
Q2 		$598K Buy
13,408
+972
+8% +$42.5K 0.41% 79
2019
Q1 		$545K Buy
12,436
+102
+0.8% +$4.41K 0.39% 80
2018
Q4 		$495K Buy
+12,334
New +$506K 0.42% 77

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
Creative Planning
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TFG Advisers's DEM Position: Q4 2022 in Review

TFG Advisers sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 6,481 shares — an estimated $211K sold.

TFG Advisers first reported a position in DEM in Q4 2018 and held it in 16 quarters. The position peaked at $657K in Q4 2019. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

  • TFG Advisers reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • TFG Advisers sold 6,481 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $211K.
  • TFG Advisers first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and held it in 16 quarters.
  • TFG Advisers's WisdomTree Emerging Markets High Dividend Fund position peaked at $657K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on TFG Advisers's 13F filing for Q4 2022, filed 1 Feb 2023.