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

Sax Wealth 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
Q4 		– Sell
-4,635
Closed -$204K – 330
2024
Q3 		$204K Buy
+4,635
New +$201K 0.02% 277

Other funds holding DEM

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

Sax Wealth Advisors's DEM Position: Q4 2024 in Review

Sax Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 4,635 shares — an estimated $204K sold.

Sax Wealth Advisors first reported a position in DEM in Q3 2024 and held it in 1 quarter. The position peaked at $204K in Q3 2024. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

  • Sax Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Sax Wealth Advisors sold 4,635 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $204K.
  • Sax Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Sax Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $204K in Q3 2024.
  • 316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Sax Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.