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HBW Advisory Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

HBW Advisory Services’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
-6,370
Closed -$259K – 340
2024
Q1 		$259K Hold
6,370
– – 0.05% 254
2023
Q4 		$259K Buy
6,370
+756
+13% +$28.9K 0.05% 254
2023
Q3 		$210K Buy
+5,614
New +$218K 0.04% 258
2023
Q1 		– Sell
-6,996
Closed -$249K – 266
2022
Q4 		$249K Sell
6,996
-1,297
-16% -$45K 0.07% 221
2022
Q3 		$270K Buy
8,293
+122
+1% +$4.42K 0.08% 188
2022
Q2 		$303K Buy
8,171
+915
+13% +$37.3K 0.08% 179
2022
Q1 		$318K Buy
+7,256
New +$322K 0.11% 171

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

HBW Advisory Services's DEM Position: Q2 2024 in Review

HBW Advisory Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2024, closing a stake of 6,370 shares — an estimated $259K sold.

HBW Advisory Services first reported a position in DEM in Q1 2022 and held it in 7 quarters. The position peaked at $318K in Q1 2022. 298 funds tracked by Wall St. Rank hold DEM as of Q2 2024.

  • HBW Advisory Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • HBW Advisory Services sold 6,370 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2024, an estimated $259K.
  • HBW Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and held it in 7 quarters.
  • HBW Advisory Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $318K in Q1 2022.
  • 298 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2024.

Based on HBW Advisory Services's 13F filing for Q2 2024, filed 5 Jul 2024.