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Vahanian & Associates Financial Planning’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Vahanian & Associates Financial Planning’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
-7,000
Closed -$268K – 61
2023
Q2 		$268K Hold
7,000
– – 0.85% 42
2023
Q1 		$265K Buy
+7,000
New +$264K 0.74% 53

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Vahanian & Associates Financial Planning's DEM Position: Q3 2023 in Review

Vahanian & Associates Financial Planning sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2023, closing a stake of 7,000 shares — an estimated $268K sold.

Vahanian & Associates Financial Planning first reported a position in DEM in Q1 2023 and held it in 2 quarters. The position peaked at $268K in Q2 2023. 279 funds tracked by Wall St. Rank hold DEM as of Q3 2023.

  • Vahanian & Associates Financial Planning reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 7,000 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2023, an estimated $268K.
  • Vahanian & Associates Financial Planning first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and held it in 2 quarters.
  • Vahanian & Associates Financial Planning's WisdomTree Emerging Markets High Dividend Fund position peaked at $268K in Q2 2023.
  • 279 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q3 2023, filed 19 Oct 2023.