Carolinas Wealth Consulting’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-2,427	Closed	-$102K	–	221
2025 Q1	$102K	Hold	2,427	–	–	0.02%	241
2024 Q4	$98.3K	Hold	2,427	–	–	0.02%	251
2024 Q3	$107K	Sell	2,427 -272	-10%	-$11.8K	0.02%	252
2024 Q2	$117K	Hold	2,699	–	–	0.02%	235
2024 Q1	$113K	Sell	2,699 -1,245	-32%	-$50.8K	0.02%	240
2023 Q4	$160K	Hold	3,944	–	–	0.03%	180
2023 Q3	$144K	Hold	3,944	–	–	0.04%	181
2023 Q2	$151K	Hold	3,944	–	–	0.03%	204
2023 Q1	$149K	Sell	3,944 -665	-14%	-$25.1K	0.03%	209
2022 Q4	$164K	Buy	+4,609	New	+$160K	0.04%	186

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carolinas Wealth Consulting's DEM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2025, closing a stake of 2,427 shares — an estimated $102K sold.

Carolinas Wealth Consulting first reported a position in DEM in Q4 2022 and held it in 10 quarters. The position peaked at $164K in Q4 2022. 324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

Carolinas Wealth Consulting reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 2,427 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $102K.
Carolinas Wealth Consulting first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 10 quarters.
Carolinas Wealth Consulting's WisdomTree Emerging Markets High Dividend Fund position peaked at $164K in Q4 2022.
324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.