ICA Group Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

ICA Group Wealth Management’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	-22	Closed	-$920	–	889
2024 Q1	$920	Sell	22 -1	-4%	-$41	﹤0.01%	1246
2023 Q4	$936	Buy	+23	New	+$880	﹤0.01%	1234
2023 Q3	–	Sell	-18	Closed	-$689	–	443
2023 Q2	$689	Buy	+18	New	+$692	﹤0.01%	1229
2023 Q1	–	Sell	-24	Closed	-$855	–	1289
2022 Q4	$855	Buy	+24	New	+$833	﹤0.01%	1189

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

ICA Group Wealth Management's DEM Position: Q2 2024 in Review

ICA Group Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2024, closing a stake of 22 shares — an estimated $920 sold.

ICA Group Wealth Management first reported a position in DEM in Q4 2022 and held it in 4 quarters. The position peaked at $936 in Q4 2023. 297 funds tracked by Wall St. Rank hold DEM as of Q2 2024.

ICA Group Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 22 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2024, an estimated $920.
ICA Group Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $936 in Q4 2023.
297 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.