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Parallel Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Parallel 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
2025
Q1 		– Sell
-95
Closed -$3.85K – 3549
2024
Q4 		$3.85K Buy
+95
New +$4.01K ﹤0.01% 2734
2024
Q3 		– Sell
-450
Closed -$19.5K – 3414
2024
Q2 		$19.5K Sell
450
-407
-47% -$17.5K ﹤0.01% 2002
2024
Q1 		$35.9K Hold
857
– – ﹤0.01% 1662
2023
Q4 		$34.9K Sell
857
-20
-2% -$766 ﹤0.01% 1620
2023
Q3 		$32.9K Hold
877
– – ﹤0.01% 1600
2023
Q2 		$33.6K Sell
877
-210
-19% -$8.07K ﹤0.01% 1595
2023
Q1 		$41.2K Buy
1,087
+496
+84% +$18.7K ﹤0.01% 1473
2022
Q4 		$21.1K Buy
591
+312
+112% +$10.8K ﹤0.01% 1688
2022
Q3 		$9K Buy
279
+47
+20% +$1.7K ﹤0.01% 2027
2022
Q2 		$9K Hold
232
– – ﹤0.01% 2023
2022
Q1 		$10K Hold
232
– – ﹤0.01% 2014
2021
Q4 		$10K Hold
232
– – ﹤0.01% 2103
2021
Q3 		$10K Hold
232
– – ﹤0.01% 2055
2021
Q2 		$11K Hold
232
– – ﹤0.01% 1960
2021
Q1 		$10K Sell
232
-239
-51% -$10.3K ﹤0.01% 1913
2020
Q4 		$19K Buy
471
+239
+103% +$9.16K ﹤0.01% 1489
2020
Q3 		$8K Hold
232
– – ﹤0.01% 1817
2020
Q2 		$8K Hold
232
– – ﹤0.01% 1793
2020
Q1 		$7K Sell
232
-1,034
-82% -$41.9K ﹤0.01% 1769
2019
Q4 		$58K Buy
1,266
+9
+0.7% +$391 ﹤0.01% 985
2019
Q3 		$52K Buy
1,257
+28
+2% +$1.2K ﹤0.01% 966
2019
Q2 		$55K Buy
1,229
+169
+16% +$7.4K 0.01% 861
2019
Q1 		$46K Sell
1,060
-73
-6% -$3.15K 0.01% 884
2018
Q4 		$45K Buy
1,133
+6
+0.5% +$246 0.01% 783
2018
Q3 		$49K Buy
1,127
+112
+11% +$4.87K 0.01% 823
2018
Q2 		$43K Buy
+1,015
New +$46.4K 0.01% 783
2017
Q1 		– Sell
-870
Closed -$32K – 1998
2016
Q4 		$32K Buy
+870
New +$32.5K 0.01% 704

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Parallel Advisors's DEM Position: Q1 2025 in Review

Parallel Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 95 shares — an estimated $3.85K sold.

Parallel Advisors first reported a position in DEM in Q4 2016 and held it in 27 quarters. The position peaked at $58K in Q4 2019. 306 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

  • Parallel Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Parallel Advisors sold 95 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $3.85K.
  • Parallel Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2016 and held it in 27 quarters.
  • Parallel Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $58K in Q4 2019.
  • 306 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.