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Aptus Capital Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Aptus Capital 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
2026
Q1 		$208K Buy
4,191
+1,135
+37% +$56.3K ﹤0.01% 1006
2025
Q4 		$143K Buy
3,056
+305
+11% +$14.1K ﹤0.01% 1096
2025
Q3 		$127K Sell
2,751
-41
-1% -$1.89K ﹤0.01% 1067
2025
Q2 		$126K Hold
2,792
– – ﹤0.01% 1031
2025
Q1 		$117K Buy
2,792
+398
+17% +$16.6K ﹤0.01% 982
2024
Q4 		$96.9K Buy
2,394
+414
+21% +$17.5K ﹤0.01% 1015
2024
Q3 		$87.1K Buy
1,980
+209
+12% +$9.06K ﹤0.01% 871
2024
Q2 		$76.7K Buy
1,771
+1,625
+1,113% +$69.8K ﹤0.01% 846
2024
Q1 		$6.11K Sell
146
-29
-17% -$1.18K ﹤0.01% 1067
2023
Q4 		$7.12K Buy
+175
New +$6.7K ﹤0.01% 819

Other funds holding DEM

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LPL Financial
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Creative Planning
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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