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AWA
Arkadios Wealth Advisors’s
WisdomTree Emerging Markets High Dividend Fund
DEM
Stock Holding History
Arkadios 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
$556K
Buy
11,195
+909
+9%
+$45.1K
0.01%
1059
2025
Q4
$480K
Sell
10,286
-4,654
-31%
-$215K
0.01%
1033
2025
Q3
$687K
Buy
14,940
+4,454
+42%
+$206K
0.02%
804
2025
Q2
$475K
Buy
10,486
+4,849
+86%
+$209K
0.01%
865
2025
Q1
$237K
Buy
+5,637
New
+$235K
0.01%
993
2021
Q4
–
Sell
-5,515
Closed
-$240K
–
848
2021
Q3
$240K
Sell
5,515
-1,697
-24%
-$76.1K
0.03%
460
2021
Q2
$329K
Buy
7,212
+546
+8%
+$25K
0.04%
432
2021
Q1
$295K
Buy
6,666
+1,715
+35%
+$73.8K
0.05%
345
2020
Q4
$203K
Buy
+4,951
New
+$190K
0.04%
322
2020
Q2
–
Sell
-305
Closed
-$9.82K
–
985
2020
Q1
$9.82K
Sell
305
-201
-40%
-$8.14K
0.01%
640
2019
Q4
$22.1K
Buy
+506
New
+$22K
0.01%
439
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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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