Savant Capital’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Savant Capital’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 Q4	–	Sell	-6,776	Closed	-$298K	–	1442
2024 Q3	$298K	Buy	+6,776	New	+$294K	﹤0.01%	1093
2015 Q3	–	Sell	-18,114	Closed	-$787K	–	209
2015 Q2	$787K	Sell	18,114 -7,008	-28%	-$321K	0.26%	67
2015 Q1	$1.07M	Sell	25,122 -54,469	-68%	-$2.33M	0.38%	46
2014 Q4	$3.36M	Sell	79,591 -309,190	-80%	-$14M	1.27%	12
2014 Q3	$18.6M	Sell	388,781 -23,902	-6%	-$1.24M	7.9%	2
2014 Q2	$21.4M	Buy	412,683 +5,036	+1%	+$255K	9.25%	2
2014 Q1	$20M	Buy	407,647 +35,530	+10%	+$1.69M	9.27%	2
2013 Q4	$19M	Buy	372,117 +30,740	+9%	+$1.6M	9.31%	2
2013 Q3	$17.6M	Buy	341,377 +18,737	+6%	+$942K	9.61%	2
2013 Q2	$15.6M	Buy	+322,640	New	+$17.3M	9.05%	2

Other funds holding DEM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Savant Capital's DEM Position: Q4 2024 in Review

Savant Capital sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 6,776 shares — an estimated $298K sold.

Savant Capital first reported a position in DEM in Q2 2013 and held it in 10 quarters. The position peaked at $21.4M in Q2 2014. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

Savant Capital reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
Savant Capital sold 6,776 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $298K.
Savant Capital first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and held it in 10 quarters.
Savant Capital's WisdomTree Emerging Markets High Dividend Fund position peaked at $21.4M in Q2 2014.
316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Savant Capital's 13F filing for Q4 2024, filed 29 Jan 2025.