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Three Bridge Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Three Bridge Wealth Advisors’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
2024
Q1 		– Sell
-7,857
Closed -$320K – 94
2023
Q4 		$320K Buy
7,857
+18
+0.2% +$689 0.11% 73
2023
Q3 		$294K Buy
7,839
+71
+0.9% +$2.76K 0.12% 72
2023
Q2 		$297K Buy
7,768
+87
+1% +$3.34K 0.13% 73
2023
Q1 		$291K Sell
7,681
-372
-5% -$14K 0.13% 71
2022
Q4 		$287K Sell
8,053
-908
-10% -$31.5K 0.15% 66
2022
Q3 		$292K Buy
8,961
+223
+3% +$8.08K 0.15% 69
2022
Q2 		$324K Buy
8,738
+37
+0.4% +$1.51K 0.16% 67
2022
Q1 		$381K Buy
+8,701
New +$387K 0.11% 65

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return