HL
DEM icon

HeadInvest LLC’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-720
Closed -$26.8K – 335
2023
Q3 		$26.8K Buy
+720
New +$28K 0.01% 426

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HeadInvest LLC's DEM Position: Q4 2023 in Review

HeadInvest LLC sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 720 shares — an estimated $26.8K sold.

HeadInvest LLC first reported a position in DEM in Q3 2023 and held it in 1 quarter. The position peaked at $26.8K in Q3 2023. 299 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

  • HeadInvest LLC reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 720 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $26.8K.
  • HeadInvest LLC first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's WisdomTree Emerging Markets High Dividend Fund position peaked at $26.8K in Q3 2023.
  • 299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.