Wolff Wiese Magana’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Wolff Wiese Magana’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
2025 Q1	–	Sell	-28	Closed	-$1.13K	–	1001
2024 Q4	$1.13K	Sell	28 -151	-84%	-$6.38K	﹤0.01%	799
2024 Q3	$7.88K	Hold	179	–	–	0.01%	495
2024 Q2	$7.75K	Hold	179	–	–	0.01%	363
2024 Q1	$7.49K	Hold	179	–	–	0.01%	333
2023 Q4	$7.28K	Hold	179	–	–	0.01%	326
2023 Q3	$6.71K	Hold	179	–	–	0.01%	395
2023 Q2	$6.85K	Hold	179	–	–	0.01%	406
2023 Q1	$6.78K	Hold	179	–	–	0.01%	395
2022 Q4	$6.38K	Hold	179	–	–	0.01%	378
2022 Q3	$6K	Hold	179	–	–	﹤0.01%	567
2022 Q2	$7K	Buy	+179	New	+$7.29K	0.01%	581

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wolff Wiese Magana's DEM Position: Q1 2025 in Review

Wolff Wiese Magana sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 28 shares — an estimated $1.13K sold.

Wolff Wiese Magana first reported a position in DEM in Q2 2022 and held it in 11 quarters. The position peaked at $7.88K in Q3 2024. 306 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

Wolff Wiese Magana reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Wolff Wiese Magana sold 28 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $1.13K.
Wolff Wiese Magana first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2022 and held it in 11 quarters.
Wolff Wiese Magana's WisdomTree Emerging Markets High Dividend Fund position peaked at $7.88K in Q3 2024.
306 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Wolff Wiese Magana's 13F filing for Q1 2025, filed 22 Apr 2025.