Truvestments Capital’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Truvestments Capital’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
2021 Q2	–	Sell	-120	Closed	-$5K	–	639
2021 Q1	$5K	Hold	120	–	–	﹤0.01%	521
2020 Q4	$5K	Hold	120	–	–	﹤0.01%	490
2020 Q3	$4K	Sell	120 -80	-40%	-$3K	﹤0.01%	277
2020 Q2	$7K	Hold	200	–	–	0.01%	416
2020 Q1	$6K	Buy	+200	New	+$8.1K	0.01%	400
2019 Q4	–	Sell	-177	Closed	-$7K	–	251
2019 Q3	$7K	Hold	177	–	–	﹤0.01%	532
2019 Q2	$8K	Sell	177 -22,900	-99%	-$1M	0.01%	552
2019 Q1	$1.01M	Buy	+23,077	New	+$997K	0.78%	35
2018 Q3	$1.45M	Sell	33,112 -33	-0.1%	-$1.44K	0.7%	35
2018 Q2	$1.42M	Buy	+33,145	New	+$1.52M	0.89%	28

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

Truvestments Capital's DEM Position: Q2 2021 in Review

Truvestments Capital sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2021, closing a stake of 120 shares — an estimated $5K sold.

Truvestments Capital first reported a position in DEM in Q2 2018 and held it in 10 quarters. The position peaked at $1.45M in Q3 2018. 256 funds tracked by Wall St. Rank hold DEM as of Q2 2021.

Truvestments Capital reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2021 after selling out during the quarter.
Truvestments Capital sold 120 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2021, an estimated $5K.
Truvestments Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and held it in 10 quarters.
Truvestments Capital's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.45M in Q3 2018.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2021.

Based on Truvestments Capital's 13F filing for Q2 2021, filed 12 Aug 2021.