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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Three Bridge Wealth Advisors's DEM Position: Q1 2024 in Review

Three Bridge Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2024, closing a stake of 7,857 shares — an estimated $320K sold.

Three Bridge Wealth Advisors first reported a position in DEM in Q1 2022 and held it in 8 quarters. The position peaked at $381K in Q1 2022. 301 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

Three Bridge Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Three Bridge Wealth Advisors sold 7,857 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $320K.
Three Bridge Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and held it in 8 quarters.
Three Bridge Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $381K in Q1 2022.
301 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.