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

V Wealth 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
2023 Q3	–	Sell	-6,056	Closed	-$232K	–	165
2023 Q2	$232K	Buy	6,056 +84	+1%	+$3.23K	0.04%	337
2023 Q1	$226K	Buy	+5,972	New	+$225K	0.04%	336
2022 Q2	–	Sell	-5,121	Closed	-$224K	–	419
2022 Q1	$224K	Buy	5,121 +31	+0.6%	+$1.38K	0.04%	397
2021 Q4	$220K	Buy	5,090 +57	+1%	+$2.48K	0.03%	417
2021 Q3	$220K	Buy	5,033 +76	+2%	+$3.41K	0.03%	420
2021 Q2	$226K	Buy	4,957 +397	+9%	+$18.2K	0.04%	424
2021 Q1	$202K	Buy	+4,560	New	+$196K	0.04%	407
2017 Q3	–	Sell	-100	Closed	-$4K	–	316
2017 Q2	$4K	Buy	+100	New	+$4.1K	﹤0.01%	673

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

V Wealth Advisors's DEM Position: Q3 2023 in Review

V Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 6,056 shares — an estimated $232K sold.

V Wealth Advisors first reported a position in DEM in Q2 2017 and held it in 8 quarters. The position peaked at $232K in Q2 2023. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

V Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 6,056 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $232K.
V Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2017 and held it in 8 quarters.
V Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $232K in Q2 2023.
279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.