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

BKM 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
Q1 		– Sell
-134,042
Closed -$185K – 268
2023
Q4 		$185K Buy
+134,042
New +$5.13M 0.08% 157

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

BKM Wealth Management's DEM Position: Q1 2024 in Review

BKM Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2024, closing a stake of 134,042 shares — an estimated $185K sold.

BKM Wealth Management first reported a position in DEM in Q4 2023 and held it in 1 quarter. The position peaked at $185K in Q4 2023. 299 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

  • BKM Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 134,042 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $185K.
  • BKM Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $185K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.