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

Baldwin 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
2024
Q4 		– Sell
-8,653
Closed -$381K – 428
2024
Q3 		$381K Buy
+8,653
New +$375K 0.03% 237

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Bank of America
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Wells Fargo
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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 $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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Baldwin Wealth Partners's DEM Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 8,653 shares — an estimated $381K sold.

Baldwin Wealth Partners first reported a position in DEM in Q3 2024 and held it in 1 quarter. The position peaked at $381K in Q3 2024. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 8,653 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $381K.
  • Baldwin Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $381K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.