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

Saxony Capital Management’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
-10,138
Closed -$412K – 119
2023
Q4 		$412K Buy
+10,138
New +$388K 0.55% 47

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Creative Planning
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LPL Financial
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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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Saxony Capital Management's DEM Position: Q1 2024 in Review

Saxony Capital Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2024, closing a stake of 10,138 shares — an estimated $412K sold.

Saxony Capital Management first reported a position in DEM in Q4 2023 and held it in 1 quarter. The position peaked at $412K in Q4 2023. 299 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

  • Saxony Capital Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Saxony Capital Management sold 10,138 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $412K.
  • Saxony Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and held it in 1 quarter.
  • Saxony Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $412K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Saxony Capital Management's 13F filing for Q1 2024, filed 30 Apr 2024.