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

Vanguard Capital 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
2021 Q3	–	Sell	-5,541	Closed	-$253K	–	159
2021 Q2	$253K	Sell	5,541 -89	-2%	-$4.08K	0.19%	117
2021 Q1	$249K	Buy	+5,630	New	+$242K	0.21%	103
2018 Q3	–	Sell	-7,286	Closed	-$312K	–	128
2018 Q2	$312K	Sell	7,286 -7,569	-51%	-$346K	0.41%	77
2018 Q1	$699K	Buy	14,855 +9,030	+155%	+$432K	0.92%	32
2017 Q4	$264K	Buy	+5,825	New	+$255K	0.33%	92

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

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

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

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

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.53B AUM 29.94% 1-Year Est. Return

Vanguard Capital Wealth Advisors's DEM Position: Q3 2021 in Review

Vanguard Capital Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2021, closing a stake of 5,541 shares — an estimated $253K sold.

Vanguard Capital Wealth Advisors first reported a position in DEM in Q4 2017 and held it in 5 quarters. The position peaked at $699K in Q1 2018. 245 funds tracked by Wall St. Rank hold DEM as of Q3 2021.

Vanguard Capital Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2021 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 5,541 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2021, an estimated $253K.
Vanguard Capital Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 5 quarters.
Vanguard Capital Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $699K in Q1 2018.
245 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2021.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q3 2021, filed 1 Nov 2021.