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TMD Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

TMD Wealth 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
Q2 		$10.9M Buy
251,954
+10,280
+4% +$442K 2.39% 13
2024
Q1 		$10.1M Buy
241,674
+43,234
+22% +$1.76M 2.36% 12
2023
Q4 		$8.07M Buy
+198,440
New +$7.6M 2.1% 13

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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

TMD Wealth Management's DEM Position: Q2 2024 in Review

TMD Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.3% in Q2 2024, buying an estimated $442K and bringing the position to 251,954 shares worth $10.9M. The position accounts for 2.39% of the portfolio, ranked #13.

TMD Wealth Management first reported a position in DEM in Q4 2023 and has held it in 3 quarters since. 297 funds tracked by Wall St. Rank hold DEM as of Q2 2024.

  • TMD Wealth Management held 251,954 shares of WisdomTree Emerging Markets High Dividend Fund worth $10.9M as of Q2 2024.
  • TMD Wealth Management bought 10,280 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2024, an estimated $442K.
  • WisdomTree Emerging Markets High Dividend Fund made up 2.39% of TMD Wealth Management's portfolio in Q2 2024, its #13 holding.
  • TMD Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 3 quarters since.
  • 297 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.