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Anchor Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Anchor 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
Q2 		– Sell
-250
Closed -$10.5K – 1017
2024
Q1 		$10.5K Hold
250
– – ﹤0.01% 766
2023
Q4 		$10.2K Hold
250
– – ﹤0.01% 748
2023
Q3 		$9.37K Hold
250
– – ﹤0.01% 755
2023
Q2 		$9.57K Hold
250
– – ﹤0.01% 742
2023
Q1 		$9.46K Hold
250
– – ﹤0.01% 756
2022
Q4 		$8.91K Sell
250
-496
-66% -$17.2K ﹤0.01% 738
2022
Q3 		$24.3K Buy
746
+20
+3% +$724 ﹤0.01% 605
2022
Q2 		$26.9K Buy
726
+9
+1% +$366 ﹤0.01% 602
2022
Q1 		$31.4K Buy
717
+3
+0.4% +$133 ﹤0.01% 605
2021
Q4 		$30.9K Buy
714
+7
+1% +$305 ﹤0.01% 627
2021
Q3 		$30.8K Buy
707
+9
+1% +$404 ﹤0.01% 580
2021
Q2 		$31.9K Buy
698
+656
+1,562% +$30K ﹤0.01% 592
2021
Q1 		$1.86K Sell
42
-31
-42% -$1.33K ﹤0.01% 878
2020
Q4 		$3K Hold
73
– – ﹤0.01% 813
2020
Q3 		$2.57K Sell
73
-41
-36% -$1.53K ﹤0.01% 790
2020
Q2 		$4.12K Sell
114
-186
-62% -$6.55K ﹤0.01% 729
2020
Q1 		$9.68K Hold
300
– – ﹤0.01% 630
2019
Q4 		$13.7K Sell
300
-100
-25% -$4.34K ﹤0.01% 615
2019
Q3 		$16.5K Sell
400
-300
-43% -$12.8K ﹤0.01% 586
2019
Q2 		$31.3K Sell
700
-250
-26% -$10.9K 0.01% 515
2019
Q1 		$41.6K Hold
950
– – 0.01% 474
2018
Q4 		$38.1K Sell
950
-150
-14% -$6.15K 0.01% 475
2018
Q3 		$48K Hold
1,100
– – 0.01% 478
2018
Q2 		$47.2K Hold
1,100
– – 0.01% 488
2018
Q1 		$52.6K Hold
1,100
– – 0.01% 467
2017
Q4 		$49.9K Hold
1,100
– – 0.01% 464
2017
Q3 		$47.3K Hold
1,100
– – 0.01% 455
2017
Q2 		$45.1K Hold
1,100
– – 0.02% 412
2017
Q1 		$44.9K Hold
1,100
– – 0.02% 404
2016
Q4 		$41.1K Sell
1,100
-185
-14% -$6.9K 0.02% 397
2016
Q3 		$48.3K Hold
1,285
– – 0.02% 358
2016
Q2 		$45.5K Buy
1,285
+120
+10% +$4.15K 0.02% 362
2016
Q1 		$40.6K Buy
+1,165
New +$36.4K 0.02% 363

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $786B AUM 40.34% 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
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Anchor Investment Management's DEM Position: Q2 2024 in Review

Anchor Investment Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2024, closing a stake of 250 shares — an estimated $10.5K sold.

Anchor Investment Management first reported a position in DEM in Q1 2016 and held it in 33 quarters. The position peaked at $52.6K in Q1 2018. 298 funds tracked by Wall St. Rank hold DEM as of Q2 2024.

  • Anchor Investment Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Anchor Investment Management sold 250 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2024, an estimated $10.5K.
  • Anchor Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2016 and held it in 33 quarters.
  • Anchor Investment Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $52.6K in Q1 2018.
  • 298 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2024.

Based on Anchor Investment Management's 13F filing for Q2 2024, filed 20 Sep 2024.