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

All Season 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
2024 Q3	$2.53M	Sell	57,477 -28,330	-33%	-$1.23M	2.15%	13
2024 Q2	$3.72M	Buy	85,807 +42,723	+99%	+$1.84M	3.37%	7
2024 Q1	$1.8M	Sell	43,084 -28,665	-40%	-$1.17M	1.49%	18
2023 Q4	$2.92M	Sell	71,749 -6,634	-8%	-$254K	2.48%	10
2023 Q3	$2.94M	Sell	78,383 -2,306	-3%	-$89.7K	2.97%	9
2023 Q2	$3.09M	Sell	80,689 -2,321	-3%	-$89.2K	2.77%	12
2023 Q1	$3.14M	Buy	83,010 +30,770	+59%	+$1.16M	2.85%	9
2022 Q4	$1.86M	Buy	+52,240	New	+$1.81M	1.65%	20
2022 Q3	–	Sell	-65,967	Closed	-$2.44M	–	107
2022 Q2	$2.44M	Buy	+65,967	New	+$2.69M	2.09%	12

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

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

All Season Financial Advisors's DEM Position: Q3 2024 in Review

All Season Financial Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 33% in Q3 2024, selling an estimated $1.23M and leaving 57,477 shares worth $2.53M. The position accounts for 2.15% of the portfolio, ranked #13.

All Season Financial Advisors first reported a position in DEM in Q2 2022 and has held it in 9 quarters since. The position peaked at $3.72M in Q2 2024. 305 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

All Season Financial Advisors held 57,477 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.53M as of Q3 2024.
All Season Financial Advisors sold 28,330 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $1.23M.
WisdomTree Emerging Markets High Dividend Fund made up 2.15% of All Season Financial Advisors's portfolio in Q3 2024, its #13 holding.
All Season Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2022 and has held it in 9 quarters since.
All Season Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.72M in Q2 2024.
305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.