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American Institute for Advanced Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

American Institute for Advanced Investment Management’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 		– Sell
-5,112
Closed -$221K – 141
2024
Q2 		$221K Sell
5,112
-2,218
-30% -$95.3K 0.17% 127
2024
Q1 		$307K Sell
7,330
-4,592
-39% -$187K 0.24% 102
2023
Q4 		$485K Sell
11,922
-1,644
-12% -$62.9K 0.43% 62
2023
Q3 		$530K Sell
13,566
-2,124
-14% -$82.6K 0.49% 61
2023
Q2 		$600K Buy
15,690
+1,759
+13% +$67.6K 0.53% 52
2023
Q1 		$457K Sell
13,931
-2,494
-15% -$94.1K 0.49% 59
2022
Q4 		$585K Buy
16,425
+1,450
+10% +$50.3K 0.54% 54
2022
Q3 		$487K Sell
14,975
-300
-2% -$10.9K 0.45% 59
2022
Q2 		$566K Buy
15,275
+4,475
+41% +$182K 0.5% 55
2022
Q1 		$473K Buy
10,800
+225
+2% +$10K 0.34% 69
2021
Q4 		$458K Buy
10,575
+730
+7% +$31.8K 0.31% 73
2021
Q3 		$430K Sell
9,845
-3,299
-25% -$148K 0.3% 73
2021
Q2 		$600K Buy
13,144
+725
+6% +$33.2K 0.42% 61
2021
Q1 		$551K Hold
12,419
– – 0.42% 61
2020
Q4 		$511K Buy
12,419
+185
+2% +$7.09K 0.41% 64
2020
Q3 		$431K Sell
12,234
-150
-1% -$5.62K 0.39% 61
2020
Q2 		$447K Sell
12,384
-10,641
-46% -$375K 0.42% 59
2020
Q1 		$743K Sell
23,025
-12,324
-35% -$499K 0.81% 41
2019
Q4 		$1.62M Buy
+35,349
New +$1.54M 1.56% 23

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

American Institute for Advanced Investment Management's DEM Position: Q3 2024 in Review

American Institute for Advanced Investment Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 5,112 shares — an estimated $221K sold.

American Institute for Advanced Investment Management first reported a position in DEM in Q4 2019 and held it in 19 quarters. The position peaked at $1.62M in Q4 2019. 305 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

  • American Institute for Advanced Investment Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 5,112 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $221K.
  • American Institute for Advanced Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 19 quarters.
  • American Institute for Advanced Investment Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.62M in Q4 2019.
  • 305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2024, filed 23 Oct 2024.