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

Rise 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 Q1	–	Sell	-489	Closed	-$19.9K	–	1271
2023 Q4	$19.9K	Buy	489 +3	+0.6%	+$115	0.01%	251
2023 Q3	$18.2K	Buy	486 +14	+3%	+$544	0.01%	248
2023 Q2	$18.1K	Buy	472 +9	+2%	+$346	0.01%	249
2023 Q1	$17.5K	Buy	463 +1	+0.2%	+$38	0.01%	273
2022 Q4	$16.5K	Buy	462 +6	+1%	+$208	0.01%	272
2022 Q3	$15K	Buy	456 +20	+5%	+$724	0.01%	280
2022 Q2	$16K	Buy	436 +8	+2%	+$326	0.02%	266
2022 Q1	$19K	Buy	428 +4	+0.9%	+$178	0.02%	249
2021 Q4	$18.4K	Buy	+424	New	+$18.5K	0.02%	257

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

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

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

Rise Advisors's DEM Position: Q1 2024 in Review

Rise Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2024, closing a stake of 489 shares — an estimated $19.9K sold.

Rise Advisors first reported a position in DEM in Q4 2021 and held it in 9 quarters. The position peaked at $19.9K in Q4 2023. 299 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

Rise Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2024 after selling out during the quarter.
Rise Advisors sold 489 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $19.9K.
Rise Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and held it in 9 quarters.
Rise Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $19.9K in Q4 2023.
299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Rise Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.