Merit Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Merit Financial 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	–	Sell	-5,999	Closed	-$264K	–	1158
2024 Q3	$264K	Buy	+5,999	New	+$260K	0.01%	702
2021 Q3	–	Sell	-101,275	Closed	-$4.63M	–	271
2021 Q2	$4.63M	Buy	101,275 +6,955	+7%	+$319K	0.43%	24
2021 Q1	$4.18M	Buy	94,320 +64,010	+211%	+$2.75M	0.44%	22
2020 Q4	$1.25M	Buy	30,310 +14,459	+91%	+$554K	0.12%	71
2020 Q3	$559K	Buy	15,851 +4,754	+43%	+$178K	0.05%	128
2020 Q2	$401K	Buy	11,097 +1,791	+19%	+$63.1K	0.04%	147
2020 Q1	$300K	Buy	+9,306	New	+$377K	0.03%	165

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

Merit Financial Group's DEM Position: Q4 2024 in Review

Merit Financial Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 5,999 shares — an estimated $264K sold.

Merit Financial Group first reported a position in DEM in Q1 2020 and held it in 7 quarters. The position peaked at $4.63M in Q2 2021. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

Merit Financial Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
Merit Financial Group sold 5,999 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $264K.
Merit Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2020 and held it in 7 quarters.
Merit Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.63M in Q2 2021.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Merit Financial Group's 13F filing for Q4 2024, filed 15 Jan 2025.