Prime Capital Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Prime Capital Investment 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 Q2	–	Sell	-5,339	Closed	-$223K	–	950
2024 Q1	$223K	Buy	5,339 +5	+0.1%	+$204	﹤0.01%	890
2023 Q4	$217K	Buy	+5,334	New	+$204K	﹤0.01%	854
2021 Q2	–	Sell	-1,217	Closed	-$54K	–	418
2021 Q1	$54K	Sell	1,217 -255	-17%	-$11K	﹤0.01%	327
2020 Q4	$61K	Sell	1,472 -24	-2%	-$919	﹤0.01%	311
2020 Q3	$53K	Buy	1,496 +61	+4%	+$2.28K	﹤0.01%	306
2020 Q2	$52K	Buy	+1,435	New	+$50.5K	﹤0.01%	317

Other funds holding DEM

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

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Prime Capital Investment Advisors's DEM Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2024, closing a stake of 5,339 shares — an estimated $223K sold.

Prime Capital Investment Advisors first reported a position in DEM in Q2 2020 and held it in 6 quarters. The position peaked at $223K in Q1 2024. 297 funds tracked by Wall St. Rank hold DEM as of Q2 2024.

Prime Capital Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2024 after selling out during the quarter.
Prime Capital Investment Advisors sold 5,339 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2024, an estimated $223K.
Prime Capital Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2020 and held it in 6 quarters.
Prime Capital Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $223K in Q1 2024.
297 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.