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Kades & Cheifetz’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Kades & Cheifetz’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
Q4 		$1.62M Buy
40,069
+3,141
+9% +$133K 0.83% 36
2024
Q3 		$1.63M Buy
36,928
+18
+0% +$780 0.93% 31
2024
Q2 		$1.6M Buy
36,910
+620
+2% +$26.6K 1.01% 30
2024
Q1 		$1.52M Sell
36,290
-898
-2% -$36.6K 0.97% 31
2023
Q4 		$1.51M Buy
37,188
+1,623
+5% +$62.1K 1.07% 29
2023
Q3 		$1.33M Buy
35,565
+2,319
+7% +$90.2K 1.06% 29
2023
Q2 		$1.27M Sell
33,246
-247
-0.7% -$9.49K 0.98% 29
2023
Q1 		$1.27M Buy
33,493
+5,851
+21% +$221K 1% 28
2022
Q4 		$985K Buy
+27,642
New +$959K 0.82% 31

Other funds holding DEM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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

Kades & Cheifetz's DEM Position: Q4 2024 in Review

Kades & Cheifetz increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 8.5% in Q4 2024, buying an estimated $133K and bringing the position to 40,069 shares worth $1.62M. The position accounts for 0.83% of the portfolio, ranked #36.

Kades & Cheifetz first reported a position in DEM in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.63M in Q3 2024. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

  • Kades & Cheifetz held 40,069 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.62M as of Q4 2024.
  • Kades & Cheifetz bought 3,141 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $133K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.83% of Kades & Cheifetz's portfolio in Q4 2024, its #36 holding.
  • Kades & Cheifetz first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.63M in Q3 2024.
  • 316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.