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

Voya Financial 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
2020
Q4 		– Sell
-6,498
Closed -$227K – 632
2020
Q3 		$227K Sell
6,498
-2,138
-25% -$80.1K 0.01% 536
2020
Q2 		$316K Sell
8,636
-497
-5% -$17.5K 0.02% 461
2020
Q1 		$292K Buy
9,133
+3,188
+54% +$129K 0.02% 446
2019
Q4 		$271K Buy
5,945
+739
+14% +$32.1K 0.01% 533
2019
Q3 		$215K Sell
5,206
-2,457
-32% -$105K 0.01% 571
2019
Q2 		$342K Buy
7,663
+1,874
+32% +$82K 0.02% 458
2019
Q1 		$252K Buy
5,789
+667
+13% +$28.8K 0.01% 516
2018
Q4 		$206K Sell
5,122
-87
-2% -$3.57K 0.01% 515
2018
Q3 		$227K Sell
5,209
-815
-14% -$35.5K 0.01% 540
2018
Q2 		$254K Buy
6,024
+200
+3% +$9.15K 0.02% 476
2018
Q1 		$274K Buy
+5,824
New +$278K 0.02% 448
2015
Q4 		– Sell
-10,763
Closed -$355K – 371
2015
Q3 		$355K Sell
10,763
-150
-1% -$5.69K 0.06% 214
2015
Q2 		$467K Sell
10,913
-16
-0.1% -$732 0.08% 173
2015
Q1 		$467K Buy
+10,929
New +$467K 0.09% 179

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
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

Voya Financial Advisors's DEM Position: Q4 2020 in Review

Voya Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2020, closing a stake of 6,498 shares — an estimated $227K sold.

Voya Financial Advisors first reported a position in DEM in Q1 2015 and held it in 14 quarters. The position peaked at $467K in Q2 2015. 260 funds tracked by Wall St. Rank hold DEM as of Q4 2020.

  • Voya Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Voya Financial Advisors sold 6,498 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2020, an estimated $227K.
  • Voya Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2015 and held it in 14 quarters.
  • Voya Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $467K in Q2 2015.
  • 260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2020.

Based on Voya Financial Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.