Kovitz Investment Group Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Kovitz Investment Group Partners’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	–	Sell	-4,656	Closed	-$205K	–	1232
2024 Q3	$205K	Buy	+4,656	New	+$202K	﹤0.01%	946
2020 Q2	–	Sell	-8,275	Closed	-$267K	–	386
2020 Q1	$267K	Sell	8,275 -2,050	-20%	-$83.1K	0.01%	340
2019 Q4	$473K	Sell	10,325 -4,785	-32%	-$208K	0.01%	321
2019 Q3	$624K	Sell	15,110 -2,090	-12%	-$89.4K	0.02%	306
2019 Q2	$768K	Sell	17,200 -1,466	-8%	-$64.2K	0.02%	288
2019 Q1	$818K	Buy	+18,666	New	+$807K	0.03%	293

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

Kovitz Investment Group Partners's DEM Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 4,656 shares — an estimated $205K sold.

Kovitz Investment Group Partners first reported a position in DEM in Q1 2019 and held it in 6 quarters. The position peaked at $818K in Q1 2019. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

Kovitz Investment Group Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
Kovitz Investment Group Partners sold 4,656 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $205K.
Kovitz Investment Group Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and held it in 6 quarters.
Kovitz Investment Group Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $818K in Q1 2019.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.