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

Cetera 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 		$6.45M Buy
154,068
+27,198
+21% +$1.11M 0.05% 371
2023
Q4 		$5.16M Buy
126,870
+48,926
+63% +$1.87M 0.07% 271
2023
Q3 		$2.92M Buy
77,944
+35,658
+84% +$1.39M 0.05% 361
2023
Q2 		$1.62M Sell
42,286
-27,561
-39% -$1.06M 0.03% 537
2023
Q1 		$2.64M Buy
69,847
+24,604
+54% +$928K 0.04% 372
2022
Q4 		$1.61M Buy
45,243
+9,601
+27% +$333K 0.03% 509
2022
Q3 		$1.16M Buy
35,642
+24,189
+211% +$876K 0.03% 484
2022
Q2 		$424K Buy
11,453
+1,369
+14% +$55.7K 0.01% 916
2022
Q1 		$441K Buy
+10,084
New +$448K 0.01% 945
2021
Q2 		– Sell
-4,592
Closed -$204K – 1331
2021
Q1 		$204K Sell
4,592
-1,905
-29% -$81.9K 0.01% 1140
2020
Q4 		$267K Sell
6,497
-23
-0.4% -$881 0.01% 872
2020
Q3 		$230K Sell
6,520
-1,612
-20% -$60.4K 0.01% 833
2020
Q2 		$294K Sell
8,132
-709
-8% -$25K 0.01% 709
2020
Q1 		$285K Sell
8,841
-1,653
-16% -$67K 0.02% 607
2019
Q4 		$481K Sell
10,494
-979
-9% -$42.5K 0.02% 578
2019
Q3 		$472K Buy
11,473
+4,839
+73% +$207K 0.02% 565
2019
Q2 		$293K Buy
+6,634
New +$290K 0.01% 708
2019
Q1 		– Sell
-6,163
Closed -$248K – 1239
2018
Q4 		$248K Sell
6,163
-59,499
-91% -$2.44M 0.01% 691
2018
Q3 		$2.87M Buy
65,662
+16,010
+32% +$697K 0.14% 156
2018
Q2 		$2.13M Sell
49,652
-2,106
-4% -$96.3K 0.12% 176
2018
Q1 		$2.47M Buy
+51,758
New +$2.47M 0.15% 152
2017
Q4 		– Sell
-55,287
Closed -$2.38M – 795
2017
Q3 		$2.38M Buy
55,287
+310
+0.6% +$13.4K 0.14% 152
2017
Q2 		$2.25M Buy
54,977
+12,812
+30% +$525K 0.14% 159
2017
Q1 		$1.73M Buy
42,165
+3,526
+9% +$141K 0.12% 191
2016
Q4 		$1.44M Buy
38,639
+1,044
+3% +$39K 0.11% 199
2016
Q3 		$1.41M Buy
37,595
+17,815
+90% +$672K 0.11% 191
2016
Q2 		$698K Buy
19,780
+3,648
+23% +$126K 0.05% 334
2016
Q1 		$562K Buy
16,132
+2,066
+15% +$64.6K 0.05% 379
2015
Q4 		$445K Sell
14,066
-4,079
-22% -$140K 0.04% 428
2015
Q3 		$605K Buy
18,145
+493
+3% +$18.7K 0.06% 329
2015
Q2 		$769K Buy
17,652
+1,827
+12% +$83.6K 0.07% 305
2015
Q1 		$672K Buy
15,825
+3,826
+32% +$163K 0.06% 324
2014
Q4 		$498K Sell
11,999
-4,936
-29% -$224K 0.05% 373
2014
Q3 		$814K Buy
16,935
+2,903
+21% +$151K 0.06% 263
2014
Q2 		$723K Buy
14,032
+2,146
+18% +$109K 0.08% 279
2014
Q1 		$584K Sell
11,886
-414
-3% -$19.7K 0.08% 265
2013
Q4 		$631K Buy
12,300
+6,500
+112% +$339K 0.09% 240
2013
Q3 		$297K Sell
5,800
-755
-12% -$37.9K 0.05% 324
2013
Q2 		$320K Buy
+6,555
New +$352K 0.07% 282

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Cetera Advisors's DEM Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 21% in Q1 2024, buying an estimated $1.11M and bringing the position to 154,068 shares worth $6.45M. The position accounts for 0.05% of the portfolio, ranked #371.

Cetera Advisors first reported a position in DEM in Q2 2013 and has held it in 39 quarters since. 299 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

  • Cetera Advisors held 154,068 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.45M as of Q1 2024.
  • Cetera Advisors bought 27,198 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $1.11M.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.05% of Cetera Advisors's portfolio in Q1 2024, its #371 holding.
  • Cetera Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 39 quarters since.
  • 299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.