Tradition Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Tradition Wealth 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
2023 Q4	–	Sell	-100	Closed	-$4K	–	1286
2023 Q3	$4K	Hold	100	–	–	﹤0.01%	1223
2023 Q2	$4K	Buy	+100	New	+$3.84K	﹤0.01%	1257
2021 Q3	–	Sell	-753	Closed	-$34K	–	1174
2021 Q2	$34K	Hold	753	–	–	0.01%	629
2021 Q1	$33K	Hold	753	–	–	0.01%	528
2020 Q4	$31K	Buy	+753	New	+$28.8K	0.01%	498

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tradition Wealth Management's DEM Position: Q4 2023 in Review

Tradition Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 100 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in DEM in Q4 2020 and held it in 5 quarters. The position peaked at $34K in Q2 2021. 300 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

Tradition Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 100 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $4K.
Tradition Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and held it in 5 quarters.
Tradition Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $34K in Q2 2021.
300 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.