Castleview Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Castleview Partners’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	–	Sell	-337	Closed	-$13.6K	–	265
2024 Q4	$13.6K	Hold	337	–	–	0.01%	540
2024 Q3	$14.8K	Hold	337	–	–	0.01%	491
2024 Q2	$14.6K	Hold	337	–	–	0.01%	468
2024 Q1	$14.1K	Hold	337	–	–	0.01%	506
2023 Q4	$13.7K	Hold	337	–	–	0.01%	486
2023 Q3	$12.6K	Buy	337 +2	+0.6%	+$78	0.01%	404
2023 Q2	$12.8K	Buy	+335	New	+$12.9K	0.01%	403

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

Castleview Partners's DEM Position: Q1 2025 in Review

Castleview Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 337 shares — an estimated $13.6K sold.

Castleview Partners first reported a position in DEM in Q2 2023 and held it in 7 quarters. The position peaked at $14.8K in Q3 2024. 306 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

Castleview Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 337 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $13.6K.
Castleview Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2023 and held it in 7 quarters.
Castleview Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $14.8K in Q3 2024.
306 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.