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Israel Englander’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Israel Englander’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
-5,109
Closed -$214K – 5996
2024
Q1 		$214K Buy
+5,109
New +$208K ﹤0.01% 5339
2015
Q4 		– Sell
-10,350
Closed -$347K – 3477
2015
Q3 		$347K Buy
+10,350
New +$393K ﹤0.01% 2841
2015
Q2 		– Sell
-6,741
Closed -$286K – 3421
2015
Q1 		$286K Sell
6,741
-24,435
-78% -$1.04M ﹤0.01% 3067
2014
Q4 		$1.31M Buy
31,176
+13,101
+72% +$595K ﹤0.01% 2295
2014
Q3 		$864K Buy
18,075
+10,290
+132% +$536K ﹤0.01% 2410
2014
Q2 		$404K Buy
7,785
+1,325
+21% +$67.1K ﹤0.01% 2717
2014
Q1 		$317K Buy
6,460
+1,955
+43% +$92.9K ﹤0.01% 2903
2013
Q4 		$230K Buy
+4,505
New +$235K ﹤0.01% 3201

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

Israel Englander's DEM Position: Q2 2024 in Review

Israel Englander sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2024, closing a stake of 5,109 shares — an estimated $214K sold.

Israel Englander first reported a position in DEM in Q4 2013 and held it in 8 quarters. The position peaked at $1.31M in Q4 2014. 298 funds tracked by Wall St. Rank hold DEM as of Q2 2024.

  • Israel Englander reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Israel Englander sold 5,109 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2024, an estimated $214K.
  • Israel Englander first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2013 and held it in 8 quarters.
  • Israel Englander's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.31M in Q4 2014.
  • 298 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2024.

Based on Millennium Management's 13F filing for Q2 2024, filed 14 Aug 2024.