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WealthPLAN Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

WealthPLAN Partners’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
-40,156
Closed -$1.74M – 264
2024
Q2 		$1.74M Sell
40,156
-190
-0.5% -$8.17K 0.19% 117
2024
Q1 		$1.69M Sell
40,346
-82
-0.2% -$3.34K 0.17% 128
2023
Q4 		$1.64M Sell
40,428
-2,248
-5% -$86K 0.17% 131
2023
Q3 		$1.6M Sell
42,676
-1,999
-4% -$77.7K 0.19% 121
2023
Q2 		$1.71M Sell
44,675
-1,468
-3% -$56.4K 0.24% 99
2023
Q1 		$1.75M Sell
46,143
-135
-0.3% -$5.09K 0.2% 100
2022
Q4 		$1.76M Buy
+46,278
New +$1.61M 0.12% 134
2022
Q1 		$1.77M Buy
43,336
+295
+0.7% +$13.1K 0.12% 126
2021
Q4 		$1.94M Buy
43,041
+122
+0.3% +$5.31K 0.13% 124
2021
Q3 		$1.88M Buy
42,919
+1,949
+5% +$87.4K 0.12% 124
2021
Q2 		$1.85M Sell
40,970
-1,324
-3% -$60.6K 0.13% 112
2021
Q1 		$1.9M Sell
42,294
-3,440
-8% -$148K 0.15% 106
2020
Q4 		$1.91M Sell
45,734
-352
-0.8% -$13.5K 0.16% 101
2020
Q3 		$1.76M Sell
46,086
-196
-0.4% -$7.34K 0.17% 96
2020
Q2 		$1.79M Buy
46,282
+317
+0.7% +$11.2K 0.18% 94
2020
Q1 		$1.58M Buy
45,965
+2,098
+5% +$85K 0.21% 90
2019
Q4 		$1.94M Sell
43,867
-518
-1% -$22.5K 0.23% 85
2019
Q3 		$1.92M Buy
44,385
+1,601
+4% +$68.5K 0.26% 81
2019
Q2 		$1.78M Sell
42,784
-786
-2% -$34.4K 0.27% 83
2019
Q1 		$1.85M Buy
43,570
+875
+2% +$37.8K 0.29% 84
2018
Q4 		$1.84M Buy
42,695
+623
+1% +$25.5K 0.3% 83
2018
Q3 		$1.71M Sell
42,072
-9,344
-18% -$407K 0.31% 74
2018
Q2 		$2.2M Buy
51,416
+2,867
+6% +$131K 0.45% 65
2018
Q1 		$2.32M Buy
48,549
+24,609
+103% +$1.18M 0.51% 55
2017
Q4 		$1.08M Buy
+23,940
New +$1.05M 0.29% 87
2016
Q3 		– Sell
-100
Closed -$4 – 977
2016
Q2 		$4 Buy
+100
New +$3.46K ﹤0.01% 2565
2015
Q4 		$6 Buy
+200
New +$6.86K ﹤0.01% 1726
2015
Q2 		$12K Buy
275
+100
+57% +$4.58K 0.01% 298
2015
Q1 		$7K Buy
+175
New +$7.47K ﹤0.01% 404

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WealthPLAN Partners's DEM Position: Q3 2024 in Review

WealthPLAN Partners sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 40,156 shares — an estimated $1.74M sold.

WealthPLAN Partners first reported a position in DEM in Q1 2015 and held it in 29 quarters. The position peaked at $2.32M in Q1 2018. 305 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

  • WealthPLAN Partners reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 40,156 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $1.74M.
  • WealthPLAN Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2015 and held it in 29 quarters.
  • WealthPLAN Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $2.32M in Q1 2018.
  • 305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.