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

AE 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 		$45.4K Buy
914
+136
+17% +$6.74K ﹤0.01% 1981
2025
Q4 		$36.3K Buy
778
+270
+53% +$12.5K ﹤0.01% 1911
2025
Q3 		$23.4K Sell
508
-201
-28% -$9.29K ﹤0.01% 1876
2025
Q2 		$32.1K Buy
709
+251
+55% +$10.8K ﹤0.01% 1677
2025
Q1 		$19.3K Buy
458
+135
+42% +$5.62K ﹤0.01% 1750
2024
Q4 		$13.1K Buy
+323
New +$13.6K ﹤0.01% 1806
2022
Q1 		– Sell
-5,351
Closed -$232K – 1701
2021
Q4 		$232K Buy
+5,351
New +$233K ﹤0.01% 1544
2018
Q1 		– Sell
-4,721
Closed -$214K – 457
2017
Q4 		$214K Buy
+4,721
New +$206K 0.02% 384

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