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Sound Income Strategies’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sound Income Strategies’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
-1,024
Closed -$41.7K – 1373
2023
Q4 		$41.7K Buy
+1,024
New +$39.2K ﹤0.01% 441
2022
Q4 		– Sell
-33
Closed -$1K – 988
2022
Q3 		$1K Buy
33
+1
+3% +$36 ﹤0.01% 773
2022
Q2 		$1K Buy
+32
New +$1.3K ﹤0.01% 790

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
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

Sound Income Strategies's DEM Position: Q1 2024 in Review

Sound Income Strategies sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2024, closing a stake of 1,024 shares — an estimated $41.7K sold.

Sound Income Strategies first reported a position in DEM in Q2 2022 and held it in 3 quarters. The position peaked at $41.7K in Q4 2023. 299 funds tracked by Wall St. Rank hold DEM as of Q1 2024.

  • Sound Income Strategies reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Sound Income Strategies sold 1,024 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2024, an estimated $41.7K.
  • Sound Income Strategies first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2022 and held it in 3 quarters.
  • Sound Income Strategies's WisdomTree Emerging Markets High Dividend Fund position peaked at $41.7K in Q4 2023.
  • 299 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2024.

Based on Sound Income Strategies's 13F filing for Q1 2024, filed 15 Apr 2024.