Tilia Fiduciary Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Tilia Fiduciary Partners’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	-23	Closed	-$1K	–	514
2022 Q3	$1K	Buy	23 +1	+5%	+$36	﹤0.01%	491
2022 Q2	$1K	Buy	22 +1	+5%	+$41	﹤0.01%	505
2022 Q1	$1K	Sell	21 -109	-84%	-$4.84K	﹤0.01%	514
2021 Q4	$6K	Buy	+130	New	+$5.66K	﹤0.01%	450

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tilia Fiduciary Partners's DEM Position: Q4 2022 in Review

Tilia Fiduciary Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2022, closing a stake of 23 shares — an estimated $1K sold.

Tilia Fiduciary Partners first reported a position in DEM in Q4 2021 and held it in 4 quarters. The position peaked at $6K in Q4 2021. 255 funds tracked by Wall St. Rank hold DEM as of Q4 2022.

Tilia Fiduciary Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2022 after selling out during the quarter.
Tilia Fiduciary Partners sold 23 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2022, an estimated $1K.
Tilia Fiduciary Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and held it in 4 quarters.
Tilia Fiduciary Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $6K in Q4 2021.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q4 2022, filed 10 Feb 2023.