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Pacific Capital Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Pacific Capital Wealth Advisors’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
Q3 		– Sell
-5
Closed -$217 – 520
2024
Q2 		$217 Buy
+5
New +$215 ﹤0.01% 492

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LPL Financial
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UBS Group
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Envestnet Asset Management
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KIM
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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Pacific Capital Wealth Advisors's DEM Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 5 shares — an estimated $217 sold.

Pacific Capital Wealth Advisors first reported a position in DEM in Q2 2024 and held it in 1 quarter. The position peaked at $217 in Q2 2024. 304 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 5 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $217.
  • Pacific Capital Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $217 in Q2 2024.
  • 304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.