BluePointe Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

BluePointe Capital 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
2025 Q1	$489K	Hold	11,616	–	–	0.19%	77
2024 Q4	$470K	Sell	11,616 -610	-5%	-$25.8K	0.27%	66
2024 Q3	$538K	Sell	12,226 -5,106	-29%	-$221K	0.35%	59
2024 Q2	$751K	Sell	17,332 -6,605	-28%	-$284K	0.5%	51
2024 Q1	$1M	Buy	23,937 +866	+4%	+$35.3K	0.69%	41
2023 Q4	$939K	Buy	+23,071	New	+$883K	0.71%	40

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BluePointe Capital Management's DEM Position: Q1 2025 in Review

BluePointe Capital Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q1 2025 at 11,616 shares worth $489K. The position accounts for 0.19% of the portfolio, ranked #77.

BluePointe Capital Management first reported a position in DEM in Q4 2023 and has held it in 6 quarters since. The position peaked at $1M in Q1 2024. 306 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

BluePointe Capital Management held 11,616 shares of WisdomTree Emerging Markets High Dividend Fund worth $489K as of Q1 2025.
BluePointe Capital Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q1 2025.
WisdomTree Emerging Markets High Dividend Fund made up 0.19% of BluePointe Capital Management's portfolio in Q1 2025, its #77 holding.
BluePointe Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 6 quarters since.
BluePointe Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1M in Q1 2024.
306 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.