Webster Bank’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Webster Bank’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
2022 Q3	–	Sell	-325	Closed	-$12K	–	534
2022 Q2	$12K	Hold	325	–	–	﹤0.01%	441
2022 Q1	$14K	Hold	325	–	–	﹤0.01%	453
2021 Q4	$14K	Hold	325	–	–	﹤0.01%	462
2021 Q3	$14K	Sell	325 -135	-29%	-$6.05K	﹤0.01%	451
2021 Q2	$21K	Hold	460	–	–	﹤0.01%	404
2021 Q1	$20K	Hold	460	–	–	﹤0.01%	413
2020 Q4	$19K	Hold	460	–	–	﹤0.01%	404
2020 Q3	$16K	Hold	460	–	–	﹤0.01%	387
2020 Q2	$17K	Hold	460	–	–	﹤0.01%	377
2020 Q1	$15K	Sell	460 -470	-51%	-$19K	﹤0.01%	380
2019 Q4	$43K	Hold	930	–	–	0.01%	333
2019 Q3	$38K	Hold	930	–	–	0.01%	335
2019 Q2	$42K	Hold	930	–	–	0.01%	322
2019 Q1	$41K	Hold	930	–	–	0.01%	324
2018 Q4	$37K	Hold	930	–	–	0.01%	321
2018 Q3	$41K	Hold	930	–	–	0.01%	348
2018 Q2	$40K	Hold	930	–	–	0.01%	345
2018 Q1	$44K	Hold	930	–	–	0.01%	342
2017 Q4	$42K	Hold	930	–	–	0.01%	382
2017 Q3	$40K	Hold	930	–	–	0.01%	375
2017 Q2	$38K	Hold	930	–	–	0.01%	380
2017 Q1	$38K	Hold	930	–	–	0.01%	391
2016 Q4	$35K	Buy	+930	New	+$34.7K	0.01%	380

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

Webster Bank's DEM Position: Q3 2022 in Review

Webster Bank sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 325 shares — an estimated $12K sold.

Webster Bank first reported a position in DEM in Q4 2016 and held it in 23 quarters. The position peaked at $44K in Q1 2018. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

Webster Bank reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
Webster Bank sold 325 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $12K.
Webster Bank first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2016 and held it in 23 quarters.
Webster Bank's WisdomTree Emerging Markets High Dividend Fund position peaked at $44K in Q1 2018.
241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Webster Bank's 13F filing for Q3 2022, filed 24 Oct 2022.