Arden Trust’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Arden Trust’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	$38.7M	Buy	894,415 +197,999	+28%	+$8.51M	5.41%	2
2024 Q1	$29.1M	Sell	696,416 -7,385	-1%	-$301K	4.06%	4
2023 Q4	$28.6M	Buy	703,801 +65,692	+10%	+$2.51M	4.2%	3
2023 Q3	$23.9M	Sell	638,109 -96,082	-13%	-$3.74M	3.98%	3
2023 Q2	$28.1M	Buy	734,191 +313,864	+75%	+$12.1M	4.61%	3
2023 Q1	$15.9M	Buy	+420,327	New	+$15.9M	2.87%	4
2020 Q2	–	Sell	-2,686	Closed	-$87K	–	427
2020 Q1	$87K	Sell	2,686 -4,095	-60%	-$166K	0.02%	408
2019 Q4	$310K	Buy	+6,781	New	+$295K	0.05%	267

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

Arden Trust's DEM Position: Q2 2024 in Review

Arden Trust increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 28% in Q2 2024, buying an estimated $8.51M and bringing the position to 894,415 shares worth $38.7M. The position accounts for 5.41% of the portfolio, ranked #2.

Arden Trust first reported a position in DEM in Q4 2019 and has held it in 8 quarters since. 298 funds tracked by Wall St. Rank hold DEM as of Q2 2024.

Arden Trust held 894,415 shares of WisdomTree Emerging Markets High Dividend Fund worth $38.7M as of Q2 2024.
Arden Trust bought 197,999 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2024, an estimated $8.51M.
WisdomTree Emerging Markets High Dividend Fund made up 5.41% of Arden Trust's portfolio in Q2 2024, its #2 holding.
Arden Trust first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 8 quarters since.
298 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2024.

Based on Arden Trust's 13F filing for Q2 2024, filed 9 Jul 2024.