AWM
DEM icon

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

Able 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
2026
Q1 		$825K Sell
16,596
-6,327
-28% -$314K 0.22% 67
2025
Q4 		$1.07M Buy
22,923
+1,851
+9% +$85.7K 0.34% 48
2025
Q3 		$969K Buy
21,072
+770
+4% +$35.6K 0.36% 48
2025
Q2 		$919K Buy
20,302
+5,393
+36% +$232K 0.46% 45
2025
Q1 		$627K Buy
14,909
+2,218
+17% +$92.4K 0.37% 55
2024
Q4 		$514K Buy
12,691
+315
+3% +$13.3K 0.34% 60
2024
Q3 		$545K Sell
12,376
-611
-5% -$26.5K 0.41% 50
2024
Q2 		$562K Sell
12,987
-545
-4% -$23.4K 0.46% 43
2024
Q1 		$566K Sell
13,532
-469
-3% -$19.1K 0.49% 37
2023
Q4 		$570K Buy
+14,001
New +$536K 0.52% 35

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return