Sunbelt Securities’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sunbelt Securities’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 Q3	–	Sell	-304	Closed	-$13.2K	–	1860
2024 Q2	$13.2K	Hold	304	–	–	﹤0.01%	1208
2024 Q1	$12.7K	Sell	304 -14	-4%	-$571	﹤0.01%	1190
2023 Q4	$12.9K	Hold	318	–	–	﹤0.01%	1122
2023 Q3	$11.9K	Hold	318	–	–	﹤0.01%	1113
2023 Q2	$12.2K	Buy	318 +304	+2,171%	+$11.7K	﹤0.01%	1132
2023 Q1	$531	Buy	+14	New	+$528	﹤0.01%	1544

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sunbelt Securities's DEM Position: Q3 2024 in Review

Sunbelt Securities sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 304 shares — an estimated $13.2K sold.

Sunbelt Securities first reported a position in DEM in Q1 2023 and held it in 6 quarters. The position peaked at $13.2K in Q2 2024. 305 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

Sunbelt Securities reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
Sunbelt Securities sold 304 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $13.2K.
Sunbelt Securities first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and held it in 6 quarters.
Sunbelt Securities's WisdomTree Emerging Markets High Dividend Fund position peaked at $13.2K in Q2 2024.
305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on Sunbelt Securities's 13F filing for Q3 2024, filed 18 Nov 2024.