HM Payson & Co’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

HM Payson & Co’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	–	Sell	-101	Closed	-$4.38K	–	1127
2024 Q2	$4.38K	Buy	+101	New	+$4.34K	﹤0.01%	895
2019 Q4	–	Sell	-44	Closed	-$2K	–	937
2019 Q3	$2K	Sell	44 -52	-54%	-$2.23K	﹤0.01%	909
2019 Q2	$4K	Buy	+96	New	+$4.2K	﹤0.01%	881

Other funds holding DEM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HM Payson & Co's DEM Position: Q3 2024 in Review

HM Payson & Co sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 101 shares — an estimated $4.38K sold.

HM Payson & Co first reported a position in DEM in Q2 2019 and held it in 3 quarters. The position peaked at $4.38K in Q2 2024. 304 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

HM Payson & Co reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
HM Payson & Co sold 101 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $4.38K.
HM Payson & Co first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2019 and held it in 3 quarters.
HM Payson & Co's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.38K in Q2 2024.
304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on HM Payson & Co's 13F filing for Q3 2024, filed 28 Oct 2024.