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Karp Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Karp Capital 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
2022
Q3 		– Sell
-149,890
Closed -$5.55M – 128
2022
Q2 		$5.55M Sell
149,890
-141,282
-49% -$5.75M 0.98% 39
2022
Q1 		$12.7M Buy
+291,172
New +$12.9M 1.86% 18

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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Karp Capital Management's DEM Position: Q3 2022 in Review

Karp Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2022, closing a stake of 149,890 shares — an estimated $5.55M sold.

Karp Capital Management first reported a position in DEM in Q1 2022 and held it in 2 quarters. The position peaked at $12.7M in Q1 2022. 241 funds tracked by Wall St. Rank hold DEM as of Q3 2022.

  • Karp Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Karp Capital Management sold 149,890 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2022, an estimated $5.55M.
  • Karp Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and held it in 2 quarters.
  • Karp Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $12.7M in Q1 2022.
  • 241 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2022.

Based on Karp Capital Management's 13F filing for Q3 2022, filed 18 Oct 2022.