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

Realta 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 Q3	–	Sell	-2,595	Closed	-$112K	–	420
2024 Q2	$112K	Sell	2,595 -114	-4%	-$4.9K	0.02%	458
2024 Q1	$113K	Buy	+2,709	New	+$110K	0.02%	466
2023 Q1	–	Sell	-2,913	Closed	-$104K	–	482
2022 Q4	$104K	Sell	2,913 -94	-3%	-$3.26K	0.03%	477
2022 Q3	$98K	Buy	+3,007	New	+$109K	0.03%	454
2020 Q1	–	Sell	-3,474	Closed	-$147K	–	543
2019 Q4	$147K	Buy	3,474 +236	+7%	+$10.3K	0.04%	405
2019 Q3	$131K	Sell	3,238 -126	-4%	-$5.39K	0.04%	431
2019 Q2	$143K	Buy	3,364 +3,275	+3,680%	+$143K	0.04%	404
2019 Q1	$4K	Buy	+89	New	+$3.85K	﹤0.01%	1104

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Realta Investment Advisors's DEM Position: Q3 2024 in Review

Realta Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 2,595 shares — an estimated $112K sold.

Realta Investment Advisors first reported a position in DEM in Q1 2019 and held it in 8 quarters. The position peaked at $147K in Q4 2019. 304 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

Realta Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 2,595 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $112K.
Realta Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $147K in Q4 2019.
304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.