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Global Wealth Strategies & Associates’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-1
Closed -$36 – 359
2023
Q4 		$36 Hold
1
– – ﹤0.01% 318
2023
Q3 		$33 Hold
1
– – ﹤0.01% 328
2023
Q2 		$33 Hold
1
– – ﹤0.01% 308
2023
Q1 		$33 Buy
+1
New +$38 ﹤0.01% 334

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

Global Wealth Strategies & Associates's DEM Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2024, closing a stake of 1 share — an estimated $36 sold.

Global Wealth Strategies & Associates first reported a position in DEM in Q1 2023 and held it in 4 quarters. The position peaked at $36 in Q4 2023. 299 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 WisdomTree Emerging Markets High Dividend Fund share in Q1 2024, an estimated $36.
  • Global Wealth Strategies & Associates first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's WisdomTree Emerging Markets High Dividend Fund position peaked at $36 in Q4 2023.
  • 299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.