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MCWS
McKinley Carter Wealth Services’s
WisdomTree Emerging Markets High Dividend Fund
DEM
Stock Holding History
McKinley Carter Wealth Services’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
2026
Q1
$1.53M
Sell
30,744
-47
-0.2%
-$2.33K
0.09%
141
2025
Q4
$1.44M
Buy
30,791
+1,798
+6%
+$83.2K
0.08%
147
2025
Q3
$1.33M
Sell
28,993
-549
-2%
-$25.4K
0.07%
151
2025
Q2
$1.34M
Sell
29,542
-538
-2%
-$23.2K
0.07%
148
2025
Q1
$1.27M
Buy
30,080
+21,899
+268%
+$912K
0.08%
144
2024
Q4
$331K
Hold
8,181
–
–
0.02%
241
2024
Q3
$360K
Sell
8,181
-245
-3%
-$10.6K
0.02%
239
2024
Q2
$365K
Buy
8,426
+4
+0%
+$172
0.02%
234
2024
Q1
$352K
Sell
8,422
-529
-6%
-$21.6K
0.02%
241
2023
Q4
$364K
Buy
8,951
+283
+3%
+$10.8K
0.03%
234
2023
Q3
$325K
Sell
8,668
-1,689
-16%
-$65.7K
0.03%
238
2023
Q2
$396K
Buy
10,357
+30
+0.3%
+$1.15K
0.03%
227
2023
Q1
$391K
Sell
10,327
-2,008
-16%
-$75.8K
0.03%
229
2022
Q4
$440K
Buy
12,335
+3
+0%
+$104
0.04%
213
2022
Q3
$401K
Sell
12,332
-164
-1%
-$5.94K
0.04%
209
2022
Q2
$463K
Sell
12,496
-70
-0.6%
-$2.85K
0.04%
204
2022
Q1
$550K
Sell
12,566
-3,081
-20%
-$137K
0.04%
192
2021
Q4
$678K
Buy
15,647
+869
+6%
+$37.8K
0.05%
168
2021
Q3
$645K
Sell
14,778
-99
-0.7%
-$4.44K
0.05%
168
2021
Q2
$680K
Sell
14,877
-6,438
-30%
-$295K
0.06%
163
2021
Q1
$946K
Buy
+21,315
New
+$917K
0.08%
147
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1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
KIM
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Austin, Texas
$5.8B AUM
14.71%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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