Unison Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Unison 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
2022 Q3	–	Sell	-16,888	Closed	-$625K	–	184
2022 Q2	$625K	Sell	16,888 -9,961	-37%	-$406K	0.16%	86
2022 Q1	$1.18M	Sell	26,849 -5,814	-18%	-$258K	0.28%	71
2021 Q4	$1.42M	Sell	32,663 -14,057	-30%	-$612K	0.34%	64
2021 Q3	$2.04M	Buy	46,720 +1,027	+2%	+$46.1K	0.51%	52
2021 Q2	$2.09M	Sell	45,693 -9,149	-17%	-$419K	0.39%	61
2021 Q1	$2.43M	Sell	54,842 -6,985	-11%	-$300K	0.47%	53
2020 Q4	$2.54M	Sell	61,827 -73,566	-54%	-$2.82M	0.57%	45
2020 Q3	$4.77M	Buy	135,393 +5,888	+5%	+$221K	1.38%	6
2020 Q2	$4.68M	Buy	129,505 +90,453	+232%	+$3.19M	1.57%	7
2020 Q1	$1.26M	Buy	39,052 +1,799	+5%	+$72.9K	1.36%	22
2019 Q4	$1.71M	Buy	37,253 +380	+1%	+$16.5K	1.23%	21
2019 Q3	$1.52M	Buy	36,873 +274	+0.7%	+$11.7K	1.17%	25
2019 Q2	$1.64M	Sell	36,599 -315	-0.9%	-$13.8K	1.23%	16
2019 Q1	$1.62M	Sell	36,914 -322	-0.9%	-$13.9K	1.2%	16
2018 Q4	$1.5M	Buy	37,236 +228	+0.6%	+$9.35K	1.18%	15
2018 Q3	$1.62M	Sell	37,008 -461	-1%	-$20.1K	1.13%	22
2018 Q2	$1.61M	Sell	37,469 -2,439	-6%	-$112K	1.18%	17
2018 Q1	$1.91M	Sell	39,908 -4,772	-11%	-$228K	1.43%	9
2017 Q4	$2.03M	Buy	+44,680	New	+$1.95M	1.48%	8

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

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

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Unison Advisors's DEM Position: Q3 2022 in Review

Unison Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 16,888 shares — an estimated $625K sold.

Unison Advisors first reported a position in DEM in Q4 2017 and held it in 19 quarters. The position peaked at $4.77M in Q3 2020. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

Unison Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Unison Advisors sold 16,888 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $625K.
Unison Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 19 quarters.
Unison Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.77M in Q3 2020.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Unison Advisors's 13F filing for Q3 2022, filed 14 Oct 2022.