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

Clarity Capital 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	-9,487	Closed	-$384K	–	128
2024 Q4	$384K	Sell	9,487 -1,566	-14%	-$66.2K	0.2%	72
2024 Q3	$486K	Sell	11,053 -2,176	-16%	-$94.3K	0.29%	68
2024 Q2	$573K	Sell	13,229 -42	-0.3%	-$1.8K	0.35%	62
2024 Q1	$555K	Buy	13,271 +192	+1%	+$7.83K	0.37%	62
2023 Q4	$532K	Buy	+13,079	New	+$501K	0.37%	58

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

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 $666B AUM 30.12% 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

Clarity Capital Partners's DEM Position: Q1 2025 in Review

Clarity Capital Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 9,487 shares — an estimated $384K sold.

Clarity Capital Partners first reported a position in DEM in Q4 2023 and held it in 5 quarters. The position peaked at $573K in Q2 2024. 305 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

Clarity Capital Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Clarity Capital Partners sold 9,487 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $384K.
Clarity Capital Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and held it in 5 quarters.
Clarity Capital Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $573K in Q2 2024.
305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Clarity Capital Partners's 13F filing for Q1 2025, filed 28 Apr 2025.