Sowell Financial Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sowell Financial Services’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	-10,441	Closed	-$460K	–	522
2024 Q3	$460K	Hold	10,441	–	–	0.02%	453
2024 Q2	$452K	Buy	+10,441	New	+$449K	0.02%	446
2021 Q2	–	Sell	-3,062	Closed	-$141K	–	1043
2021 Q1	$141K	Buy	3,062 +719	+31%	+$30.9K	﹤0.01%	1219
2020 Q4	$96K	Hold	2,343	–	–	﹤0.01%	1171
2020 Q3	$83K	Buy	2,343 +214	+10%	+$8.01K	﹤0.01%	1045
2020 Q2	$77K	Buy	2,129 +1,646	+341%	+$58K	﹤0.01%	1044
2020 Q1	$16K	Buy	483 +353	+272%	+$14.3K	﹤0.01%	1452
2019 Q4	$6K	Hold	130	–	–	﹤0.01%	1831
2019 Q3	$5K	Buy	+130	New	+$5.56K	﹤0.01%	1754

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's DEM Position: Q4 2024 in Review

Sowell Financial Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 10,441 shares — an estimated $460K sold.

Sowell Financial Services first reported a position in DEM in Q3 2019 and held it in 9 quarters. The position peaked at $460K in Q3 2024. 318 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

Sowell Financial Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 10,441 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $460K.
Sowell Financial Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2019 and held it in 9 quarters.
Sowell Financial Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $460K in Q3 2024.
318 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.