Kiely Wealth Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Kiely Wealth Advisory Group’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	$4.15K	Hold	100	–	–	﹤0.01%	256
2024 Q3	$4.13K	Hold	100	–	–	﹤0.01%	260
2024 Q2	$4.19K	Hold	100	–	–	﹤0.01%	241
2024 Q1	$4.22K	Hold	100	–	–	﹤0.01%	223
2023 Q4	$3.99K	Buy	+100	New	+$3.83K	﹤0.01%	217

Other funds holding DEM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Kiely Wealth Advisory Group's DEM Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q4 2024 at 100 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Kiely Wealth Advisory Group first reported a position in DEM in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.22K in Q1 2024. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

Kiely Wealth Advisory Group held 100 shares of WisdomTree Emerging Markets High Dividend Fund worth $4.15K as of Q4 2024.
Kiely Wealth Advisory Group left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q4 2024.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #256 holding.
Kiely Wealth Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.22K in Q1 2024.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.