FAM
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Family Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Family Asset Management’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
Q3 		$93.3K Hold
2,121
– – 0.06% 122
2024
Q2 		$91.9K Buy
+2,121
New +$91.2K 0.06% 124

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Family Asset Management's DEM Position: Q3 2024 in Review

Family Asset Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q3 2024 at 2,121 shares worth $93.3K. The position accounts for 0.06% of the portfolio, ranked #122.

Family Asset Management first reported a position in DEM in Q2 2024 and has held it in 2 quarters since. 304 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

  • Family Asset Management held 2,121 shares of WisdomTree Emerging Markets High Dividend Fund worth $93.3K as of Q3 2024.
  • Family Asset Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q3 2024.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.06% of Family Asset Management's portfolio in Q3 2024, its #122 holding.
  • Family Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2024 and has held it in 2 quarters since.
  • 304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.