United Capital Financial Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,694
| Closed | -$203K | – | 988 |
|
|
2022
Q4 | $203K | Sell |
5,694
-535
| -9% | -$18.6K | ﹤0.01% | 986 |
|
|
2022
Q3 | $203K | Sell |
6,229
-51,688
| -89% | -$1.87M | ﹤0.01% | 1024 |
|
|
2022
Q2 | $2.15M | Sell |
57,917
-11,348
| -16% | -$462K | 0.01% | 479 |
|
|
2022
Q1 | $3.03M | Sell |
69,265
-3,021
| -4% | -$134K | 0.01% | 444 |
|
|
2021
Q4 | $3.13M | Sell |
72,286
-3,524
| -5% | -$153K | 0.01% | 454 |
|
|
2021
Q3 | $3.31M | Buy |
75,810
+140
| +0.2% | +$6.28K | 0.02% | 439 |
|
|
2021
Q2 | $3.46M | Sell |
75,670
-13,291
| -15% | -$609K | 0.02% | 433 |
|
|
2021
Q1 | $3.95M | Sell |
88,961
-550
| -0.6% | -$23.7K | 0.02% | 390 |
|
|
2020
Q4 | $3.68M | Sell |
89,511
-5,074
| -5% | -$194K | 0.02% | 402 |
|
|
2020
Q3 | $3.33M | Sell |
94,585
-9,210
| -9% | -$345K | 0.02% | 408 |
|
|
2020
Q2 | $3.75M | Sell |
103,795
-9,433
| -8% | -$332K | 0.03% | 410 |
|
|
2020
Q1 | $3.65M | Sell |
113,228
-19,432
| -15% | -$787K | 0.03% | 389 |
|
|
2019
Q4 | $6.07M | Sell |
132,660
-4,528
| -3% | -$197K | 0.04% | 391 |
|
|
2019
Q3 | $5.67M | Buy |
137,188
+313
| +0.2% | +$13.4K | 0.04% | 382 |
|
|
2019
Q2 | $6.11M | Buy |
136,875
+382
| +0.3% | +$16.7K | 0.04% | 385 |
|
|
2019
Q1 | $5.98M | Sell |
136,493
-63,387
| -32% | -$2.74M | 0.04% | 381 |
|
|
2018
Q4 | $8.03M | Buy |
199,880
+141,332
| +241% | +$5.79M | 0.06% | 291 |
|
|
2018
Q3 | $2.56M | Sell |
58,548
-458
| -0.8% | -$19.9K | 0.02% | 554 |
|
|
2018
Q2 | $2.53M | Sell |
59,006
-541
| -0.9% | -$24.7K | 0.02% | 535 |
|
|
2018
Q1 | $2.85M | Buy |
59,547
+40,888
| +219% | +$1.95M | 0.02% | 508 |
|
|
2017
Q4 | $839K | Sell |
18,659
-457
| -2% | -$20K | 0.01% | 834 |
|
|
2017
Q3 | $822K | Sell |
19,116
-2,911
| -13% | -$125K | 0.01% | 827 |
|
|
2017
Q2 | $903K | Sell |
22,027
-825
| -4% | -$33.8K | 0.01% | 793 |
|
|
2017
Q1 | $934K | Sell |
22,852
-2,062
| -8% | -$82.2K | 0.01% | 764 |
|
|
2016
Q4 | $930K | Sell |
24,914
-4,963
| -17% | -$185K | 0.01% | 771 |
|
|
2016
Q3 | $1.12M | Sell |
29,877
-2,882
| -9% | -$109K | 0.01% | 742 |
|
|
2016
Q2 | $1.15M | Sell |
32,759
-2,285
| -7% | -$79.1K | 0.01% | 699 |
|
|
2016
Q1 | $1.22M | Sell |
35,044
-16,813
| -32% | -$526K | 0.01% | 654 |
|
|
2015
Q4 | $1.64M | Sell |
51,857
-195,595
| -79% | -$6.71M | 0.02% | 582 |
|
|
2015
Q3 | $8.29M | Sell |
247,452
-151
| -0.1% | -$5.73K | 0.1% | 221 |
|
|
2015
Q2 | $10.8M | Sell |
247,603
-50,300
| -17% | -$2.3M | 0.12% | 196 |
|
|
2015
Q1 | $14.1M | Buy |
297,903
+114,284
| +62% | +$4.88M | 0.17% | 139 |
|
|
2014
Q4 | $7.74M | Sell |
183,619
-48,912
| -21% | -$2.22M | 0.12% | 202 |
|
|
2014
Q3 | $11.1M | Buy |
232,531
+1,600
| +0.7% | +$83.3K | 0.19% | 134 |
|
|
2014
Q2 | $12M | Buy |
230,931
+103,260
| +81% | +$5.23M | 0.22% | 113 |
|
|
2014
Q1 | $6.26M | Buy |
127,671
+65,284
| +105% | +$3.1M | 0.13% | 180 |
|
|
2013
Q4 | $3.18M | Sell |
62,387
-37,032
| -37% | -$1.93M | 0.11% | 185 |
|
|
2013
Q3 | $5.14M | Sell |
99,419
-756
| -0.8% | -$38K | 0.16% | 142 |
|
|
2013
Q2 | $4.84M | Buy |
+100,175
| New | +$5.37M | 0.13% | 195 |
|
Other funds holding DEM
AAS
United Capital Financial Advisors's DEM Position: Q1 2023 in Review
United Capital Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2023, closing a stake of 5,694 shares — an estimated $203K sold.
United Capital Financial Advisors first reported a position in DEM in Q2 2013 and held it in 39 quarters. The position peaked at $14.1M in Q1 2015. 267 funds tracked by Wall St. Rank hold DEM as of Q1 2023.
- United Capital Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2023 after selling out during the quarter.
- United Capital Financial Advisors sold 5,694 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2023, an estimated $203K.
- United Capital Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 39 quarters.
- United Capital Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $14.1M in Q1 2015.
- 267 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2023.
Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.