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AWM
Apollon Wealth Management’s
WisdomTree Emerging Markets High Dividend Fund
DEM
Stock Holding History
Apollon 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
$379K
Sell
7,625
-588
-7%
-$29.2K
0.01%
991
2025
Q4
$384K
Sell
8,213
-878
-10%
-$40.6K
0.01%
949
2025
Q3
$418K
Sell
9,091
-311
-3%
-$14.4K
0.01%
899
2025
Q2
$426K
Sell
9,402
-2,574
-21%
-$111K
0.01%
859
2025
Q1
$504K
Buy
11,976
+1,774
+17%
+$73.9K
0.01%
743
2024
Q4
$413K
Buy
10,202
+38
+0.4%
+$1.61K
0.01%
821
2024
Q3
$447K
Sell
10,164
-234
-2%
-$10.1K
0.01%
764
2024
Q2
$450K
Buy
10,398
+110
+1%
+$4.73K
0.01%
723
2024
Q1
$430K
Sell
10,288
-108
-1%
-$4.41K
0.01%
745
2023
Q4
$423K
Sell
10,396
-422
-4%
-$16.2K
0.01%
715
2023
Q3
$405K
Buy
10,818
+600
+6%
+$23.3K
0.02%
600
2023
Q2
$391K
Sell
10,218
-56
-0.5%
-$2.15K
0.02%
671
2023
Q1
$389K
Sell
10,274
-118
-1%
-$4.45K
0.02%
605
2022
Q4
$370K
Sell
10,392
-101
-1%
-$3.5K
0.03%
602
2022
Q3
$341K
Buy
10,493
+422
+4%
+$15.3K
0.03%
557
2022
Q2
$373K
Buy
10,071
+73
+0.7%
+$2.97K
0.03%
506
2022
Q1
$438K
Sell
9,998
-202
-2%
-$8.98K
0.03%
493
2021
Q4
$442K
Buy
+10,200
New
+$444K
0.03%
489
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1-Year Est. Return
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18.73%
1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
KIM
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$5.8B AUM
14.71%
1-Year Est. Return
Ameriprise
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$431B AUM
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1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
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$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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