Beacon Capital Management LLC (Tennessee)’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-127	Closed	-$5.6K	–	1100
2024 Q3	$5.6K	Buy	127 +3	+2%	+$130	﹤0.01%	785
2024 Q2	$5.38K	Buy	124 +2	+2%	+$86	﹤0.01%	689
2024 Q1	$5.12K	Buy	122 +1	+0.8%	+$41	﹤0.01%	697
2023 Q4	$4.53K	Buy	121 +4	+3%	+$153	﹤0.01%	664
2023 Q3	$4.5K	Hold	117	–	–	﹤0.01%	718
2023 Q2	$4.5K	Buy	117 +2	+2%	+$77	﹤0.01%	718
2023 Q1	$4.36K	Hold	115	–	–	﹤0.01%	656
2022 Q4	$4.1K	Buy	115 +6	+6%	+$208	﹤0.01%	685
2022 Q3	$4K	Buy	109 +3	+3%	+$109	﹤0.01%	623
2022 Q2	$5K	Hold	106	–	–	﹤0.01%	634
2022 Q1	$5K	Buy	+106	New	+$4.71K	﹤0.01%	634

Other funds holding DEM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee)'s DEM Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 127 shares — an estimated $5.6K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in DEM in Q1 2022 and held it in 11 quarters. The position peaked at $5.6K in Q3 2024. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

Beacon Capital Management LLC (Tennessee) reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 127 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $5.6K.
Beacon Capital Management LLC (Tennessee) first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and held it in 11 quarters.
Beacon Capital Management LLC (Tennessee)'s WisdomTree Emerging Markets High Dividend Fund position peaked at $5.6K in Q3 2024.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.