True Wealth Design’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

True Wealth Design’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	-130	Closed	-$4.87K	–	789
2023 Q3	$4.87K	Hold	130	–	–	﹤0.01%	232
2023 Q2	$4.98K	Hold	130	–	–	﹤0.01%	243
2023 Q1	$4.92K	Hold	130	–	–	﹤0.01%	280
2022 Q4	$4.63K	Buy	+130	New	+$4.51K	﹤0.01%	255

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 22.9% 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

True Wealth Design's DEM Position: Q4 2023 in Review

True Wealth Design sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 130 shares — an estimated $4.87K sold.

True Wealth Design first reported a position in DEM in Q4 2022 and held it in 4 quarters. The position peaked at $4.98K in Q2 2023. 300 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

True Wealth Design reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
True Wealth Design sold 130 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $4.87K.
True Wealth Design first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 4 quarters.
True Wealth Design's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.98K in Q2 2023.
300 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on True Wealth Design's 13F filing for Q4 2023, filed 14 Feb 2024.