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Redwood Wealth Management Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Redwood Wealth Management 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
Q3 		– Sell
-3,688
Closed -$160K – 392
2024
Q2 		$160K Buy
+3,688
New +$159K 0.12% 136

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Redwood Wealth Management Group's DEM Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 3,688 shares — an estimated $160K sold.

Redwood Wealth Management Group first reported a position in DEM in Q2 2024 and held it in 1 quarter. The position peaked at $160K in Q2 2024. 304 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 3,688 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $160K.
  • Redwood Wealth Management Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $160K in Q2 2024.
  • 304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.