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WMS Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

WMS Partners’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
-4,610
Closed -$211K – 286
2021
Q2 		$211K Buy
+4,610
New +$211K 0.03% 243

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 $3.51B AUM 13.98% 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

WMS Partners's DEM Position: Q3 2021 in Review

WMS Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2021, closing a stake of 4,610 shares — an estimated $211K sold.

WMS Partners first reported a position in DEM in Q2 2021 and held it in 1 quarter. The position peaked at $211K in Q2 2021. 245 funds tracked by Wall St. Rank hold DEM as of Q3 2021.

  • WMS Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2021 after selling out during the quarter.
  • WMS Partners sold 4,610 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2021, an estimated $211K.
  • WMS Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2021 and held it in 1 quarter.
  • WMS Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $211K in Q2 2021.
  • 245 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2021.

Based on WMS Partners's 13F filing for Q3 2021, filed 12 Nov 2021.