BWP
DEM icon

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

Balboa Wealth 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
2025
Q1 		– Sell
-8,463
Closed -$343K – 340
2024
Q4 		$343K Sell
8,463
-1,113
-12% -$47K 0.08% 189
2024
Q3 		$421K Buy
9,576
+243
+3% +$10.5K 0.11% 155
2024
Q2 		$404K Buy
9,333
+4,257
+84% +$183K 0.11% 154
2024
Q1 		$212K Buy
5,076
+13
+0.3% +$530 0.06% 223
2023
Q4 		$206K Buy
+5,063
New +$194K 0.07% 209

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Balboa Wealth Partners's DEM Position: Q1 2025 in Review

Balboa Wealth Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 8,463 shares — an estimated $343K sold.

Balboa Wealth Partners first reported a position in DEM in Q4 2023 and held it in 5 quarters. The position peaked at $421K in Q3 2024. 304 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

  • Balboa Wealth Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Balboa Wealth Partners sold 8,463 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $343K.
  • Balboa Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and held it in 5 quarters.
  • Balboa Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $421K in Q3 2024.
  • 304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.