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Cahill Financial Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cahill Financial Advisors’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
-6,669
Closed -$271K – 263
2023
Q4 		$271K Sell
6,669
-7,962
-54% -$305K 0.04% 210
2023
Q3 		$548K Sell
14,631
-5,652
-28% -$220K 0.09% 152
2023
Q2 		$776K Buy
20,283
+378
+2% +$14.5K 0.13% 129
2023
Q1 		$754K Buy
19,905
+2,693
+16% +$102K 0.13% 132
2022
Q4 		$613K Buy
17,212
+151
+0.9% +$5.24K 0.12% 141
2022
Q3 		$555K Buy
17,061
+580
+4% +$21K 0.12% 145
2022
Q2 		$610K Buy
16,481
+367
+2% +$14.9K 0.13% 137
2022
Q1 		$705K Buy
16,114
+350
+2% +$15.6K 0.13% 136
2021
Q4 		$683K Buy
15,764
+373
+2% +$16.2K 0.13% 138
2021
Q3 		$671K Buy
15,391
+876
+6% +$39.3K 0.14% 137
2021
Q2 		$663K Buy
14,515
+153
+1% +$7.01K 0.15% 126
2021
Q1 		$637K Buy
14,362
+440
+3% +$18.9K 0.16% 121
2020
Q4 		$573K Sell
13,922
-268
-2% -$10.3K 0.14% 117
2020
Q3 		$500K Buy
14,190
+162
+1% +$6.07K 0.18% 106
2020
Q2 		$507K Buy
14,028
+1,011
+8% +$35.6K 0.2% 97
2020
Q1 		$420K Buy
13,017
+3,287
+34% +$133K 0.19% 101
2019
Q4 		$446K Buy
9,730
+23
+0.2% +$999 0.16% 115
2019
Q3 		$401K Buy
9,707
+617
+7% +$26.4K 0.16% 114
2019
Q2 		$406K Sell
9,090
-13
-0.1% -$569 0.16% 110
2019
Q1 		$400K Buy
9,103
+113
+1% +$4.88K 0.17% 111
2018
Q4 		$361K Buy
8,990
+60
+0.7% +$2.46K 0.18% 109
2018
Q3 		$390K Sell
8,930
-244
-3% -$10.6K 0.17% 115
2018
Q2 		$394K Buy
9,174
+2,018
+28% +$92.3K 0.18% 112
2018
Q1 		$343K Buy
+7,156
New +$342K 0.16% 117
2017
Q3 		– Sell
-12,066
Closed -$495K – 138
2017
Q2 		$495K Sell
12,066
-892
-7% -$36.6K 0.27% 88
2017
Q1 		$530K Sell
12,958
-12
-0.1% -$478 0.31% 78
2016
Q4 		$485K Buy
12,970
+159
+1% +$5.93K 0.3% 79
2016
Q3 		$482K Sell
12,811
-53
-0.4% -$2K 0.31% 77
2016
Q2 		$456K Buy
12,864
+99
+0.8% +$3.42K 0.32% 79
2016
Q1 		$445K Sell
12,765
-152
-1% -$4.75K 0.33% 75
2015
Q4 		$409K Sell
12,917
-243
-2% -$8.34K 0.33% 74
2015
Q3 		$441K Sell
13,160
-287
-2% -$10.9K 0.36% 73
2015
Q2 		$584K Sell
13,447
-104
-0.8% -$4.76K 0.44% 61
2015
Q1 		$576K Hold
13,551
– – 0.44% 59
2014
Q4 		$572K Sell
13,551
-4,429
-25% -$201K 0.44% 58
2014
Q3 		$860K Sell
17,980
-2,874
-14% -$150K 0.69% 41
2014
Q2 		$1.08M Sell
20,854
-877
-4% -$44.4K 0.85% 37
2014
Q1 		$1.07M Sell
21,731
-2,461
-10% -$117K 0.91% 35
2013
Q4 		$1.24M Buy
+24,192
New +$1.26M 1.07% 31

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Cahill Financial Advisors's DEM Position: Q1 2024 in Review

Cahill Financial Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2024, closing a stake of 6,669 shares — an estimated $271K sold.

Cahill Financial Advisors first reported a position in DEM in Q4 2013 and held it in 39 quarters. The position peaked at $1.24M in Q4 2013. 301 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

  • Cahill Financial Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Cahill Financial Advisors sold 6,669 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $271K.
  • Cahill Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 39 quarters.
  • Cahill Financial Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.24M in Q4 2013.
  • 301 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Cahill Financial Advisors's 13F filing for Q1 2024, filed 13 May 2024.