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Arbor Trust Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Arbor Trust Wealth 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 		$6.39M Sell
128,648
-23,484
-15% -$1.16M 2.81% 11
2025
Q4 		$7.12M Buy
152,132
+64,477
+74% +$2.98M 3.11% 10
2025
Q3 		$4.03M Buy
87,655
+26,341
+43% +$1.22M 1.82% 23
2025
Q2 		$2.78M Sell
61,314
-554
-0.9% -$23.8K 1.36% 29
2025
Q1 		$2.6M Buy
61,868
+2,196
+4% +$91.5K 1.22% 28
2024
Q4 		$2.42M Buy
59,672
+12,173
+26% +$514K 1.13% 29
2024
Q3 		$2.06M Hold
47,499
– – 1.08% 32
2024
Q2 		$2.06M Buy
47,499
+2,891
+6% +$124K 1.08% 32
2024
Q1 		$1.9M Buy
44,608
+17,335
+64% +$707K 1.04% 33
2023
Q4 		$1.11M Buy
+27,273
New +$1.04M 0.66% 37

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