Bridge Advisory’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Bridge Advisory’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	$3.07M	Sell	69,652 -1,094	-2%	-$47.4K	1.46%	17
2024 Q2	$3.06M	Sell	70,746 -7,078	-9%	-$304K	1.51%	16
2024 Q1	$3.26M	Sell	77,824 -11,514	-13%	-$470K	1.62%	17
2023 Q4	$3.63M	Sell	89,338 -16,353	-15%	-$626K	1.82%	12
2023 Q3	$3.96M	Sell	105,691 -83	-0.1%	-$3.23K	1.39%	19
2023 Q2	$4.05M	Sell	105,774 -173	-0.2%	-$6.65K	1.49%	17
2023 Q1	$4.01M	Buy	+105,947	New	+$4M	1.55%	16

Other funds holding DEM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bridge Advisory's DEM Position: Q3 2024 in Review

Bridge Advisory reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.5% in Q3 2024, selling an estimated $47.4K and leaving 69,652 shares worth $3.07M. The position accounts for 1.46% of the portfolio, ranked #17.

Bridge Advisory first reported a position in DEM in Q1 2023 and has held it in 7 quarters since. The position peaked at $4.05M in Q2 2023. 304 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

Bridge Advisory held 69,652 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.07M as of Q3 2024.
Bridge Advisory sold 1,094 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $47.4K.
WisdomTree Emerging Markets High Dividend Fund made up 1.46% of Bridge Advisory's portfolio in Q3 2024, its #17 holding.
Bridge Advisory first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and has held it in 7 quarters since.
Bridge Advisory's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.05M in Q2 2023.
304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.