Grayhawk Investment Strategies’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Grayhawk Investment Strategies’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 Q4	–	Sell	-28,650	Closed	-$1.26M	–	121
2024 Q3	$1.26M	Buy	+28,650	New	+$1.24M	1.97%	12
2024 Q2	–	Sell	-45,600	Closed	-$1.91M	–	133
2024 Q1	$1.91M	Buy	45,600 +18,600	+69%	+$759K	1.68%	16
2023 Q4	$1.1M	Sell	27,000 -2,100	-7%	-$80.4K	0.57%	32
2023 Q3	$1.09M	Sell	29,100 -1,600	-5%	-$62.2K	0.73%	18
2023 Q2	$1.17M	Sell	30,700 -8,900	-22%	-$342K	0.76%	18
2023 Q1	$2.74M	Buy	+39,600	New	+$1.49M	1.31%	19

Other funds holding DEM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Grayhawk Investment Strategies's DEM Position: Q4 2024 in Review

Grayhawk Investment Strategies sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 28,650 shares — an estimated $1.26M sold.

Grayhawk Investment Strategies first reported a position in DEM in Q1 2023 and held it in 6 quarters. The position peaked at $2.74M in Q1 2023. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

Grayhawk Investment Strategies reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
Grayhawk Investment Strategies sold 28,650 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $1.26M.
Grayhawk Investment Strategies first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and held it in 6 quarters.
Grayhawk Investment Strategies's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.74M in Q1 2023.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Grayhawk Investment Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.