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

WestEnd 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 		– Hold
0
– – – 63
2021
Q2 		– Sell
-79
Closed -$3.62K – 63
2021
Q1 		$3.5K Buy
+79
New +$3.4K ﹤0.01% 54

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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

WestEnd Advisors's DEM Position: Q3 2021 in Review

WestEnd Advisors held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q3 2021 at 0 shares worth $3.53M. The position accounts for ﹤0.01% of the portfolio, ranked #63.

WestEnd Advisors first reported a position in DEM in Q1 2021 and has held it in 1 quarter since. The position peaked at $3.5K in Q1 2021. 245 funds tracked by Wall St. Rank hold DEM as of Q3 2021.

  • WestEnd Advisors held 0 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.53M as of Q3 2021.
  • WestEnd Advisors left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q3 2021.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of WestEnd Advisors's portfolio in Q3 2021, its #63 holding.
  • WestEnd Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2021 and has held it in 1 quarter since.
  • WestEnd Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.5K in Q1 2021.
  • 245 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2021.

Based on WestEnd Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.