Marshall Wace
DEM icon

Marshall Wace’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Marshall Wace’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
2023
Q4 		– Sell
-29,798
Closed -$1.12M – 2248
2023
Q3 		$1.12M Buy
+29,798
New +$1.16M ﹤0.01% 1460

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall Wace's DEM Position: Q4 2023 in Review

Marshall Wace sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2023, closing a stake of 29,798 shares — an estimated $1.12M sold.

Marshall Wace first reported a position in DEM in Q3 2023 and held it in 1 quarter. The position peaked at $1.12M in Q3 2023. 299 funds tracked by Wall St. Rank hold DEM as of Q4 2023.

  • Marshall Wace reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Marshall Wace sold 29,798 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2023, an estimated $1.12M.
  • Marshall Wace first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Marshall Wace's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.12M in Q3 2023.
  • 299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2023.

Based on Marshall Wace's 13F filing for Q4 2023, filed 14 Feb 2024.