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Wetzel Investment Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wetzel Investment Advisors’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
-160
Closed -$6.69K – 296
2024
Q2 		$6.69K Hold
160
– – ﹤0.01% 529
2024
Q1 		$6.59K Hold
160
– – ﹤0.01% 622
2023
Q4 		$7K Buy
+160
New +$6.12K ﹤0.01% 600

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

Wetzel Investment Advisors's DEM Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2024, closing a stake of 160 shares — an estimated $6.69K sold.

Wetzel Investment Advisors first reported a position in DEM in Q4 2023 and held it in 3 quarters. The position peaked at $7K in Q4 2023. 304 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 160 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $6.69K.
  • Wetzel Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $7K in Q4 2023.
  • 304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.