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

Claro 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 Q2	–	Sell	-5,764	Closed	-$241K	–	433
2024 Q1	$241K	Buy	5,764 +53	+0.9%	+$2.16K	0.04%	365
2023 Q4	$232K	Sell	5,711 -3,829	-40%	-$147K	0.05%	344
2023 Q3	$358K	Buy	9,540 +39	+0.4%	+$1.52K	0.09%	243
2023 Q2	$364K	Buy	9,501 +744	+8%	+$28.6K	0.09%	239
2023 Q1	$332K	Buy	8,757 +2,855	+48%	+$108K	0.1%	236
2022 Q4	$210K	Buy	+5,902	New	+$205K	0.07%	277

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

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Claro Advisors's DEM Position: Q2 2024 in Review

Claro Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2024, closing a stake of 5,764 shares — an estimated $241K sold.

Claro Advisors first reported a position in DEM in Q4 2022 and held it in 6 quarters. The position peaked at $364K in Q2 2023. 298 funds tracked by Wall St. Rank hold DEM as of Q2 2024.

Claro Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2024 after selling out during the quarter.
Claro Advisors sold 5,764 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2024, an estimated $241K.
Claro Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 6 quarters.
Claro Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $364K in Q2 2023.
298 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.