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

Transform Wealth’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
-41,635
Closed -$1.83M – 264
2024
Q3 		$1.83M Buy
+41,635
New +$1.8M 0.12% 105
2023
Q3 		– Sell
-68,897
Closed -$2.64M – 243
2023
Q2 		$2.64M Sell
68,897
-860
-1% -$33.1K 0.24% 103
2023
Q1 		$2.64M Buy
+69,757
New +$2.63M 0.25% 99

Other funds holding DEM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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

Transform Wealth's DEM Position: Q4 2024 in Review

Transform Wealth sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 41,635 shares — an estimated $1.83M sold.

Transform Wealth first reported a position in DEM in Q1 2023 and held it in 3 quarters. The position peaked at $2.64M in Q1 2023. 316 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

  • Transform Wealth reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Transform Wealth sold 41,635 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $1.83M.
  • Transform Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and held it in 3 quarters.
  • Transform Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.64M in Q1 2023.
  • 316 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Transform Wealth's 13F filing for Q4 2024, filed 17 Jan 2025.