Birchcreek Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Birchcreek Wealth 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 Q3	–	Sell	-15,307	Closed	-$663K	–	124
2024 Q2	$663K	Sell	15,307 -3,205	-17%	-$138K	0.37%	61
2024 Q1	$775K	Buy	18,512 +1,165	+7%	+$47.5K	0.41%	60
2023 Q4	$706K	Buy	17,347 +3,079	+22%	+$118K	0.42%	56
2023 Q3	$535K	Buy	14,268 +8,865	+164%	+$345K	0.36%	69
2023 Q2	$207K	Buy	+5,403	New	+$208K	0.14%	126

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 22.9% 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

Birchcreek Wealth Management's DEM Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 15,307 shares — an estimated $663K sold.

Birchcreek Wealth Management first reported a position in DEM in Q2 2023 and held it in 5 quarters. The position peaked at $775K in Q1 2024. 305 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

Birchcreek Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 15,307 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $663K.
Birchcreek Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2023 and held it in 5 quarters.
Birchcreek Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $775K in Q1 2024.
305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.