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Aspen Wealth Strategies’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Aspen Wealth Strategies’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
2025
Q3 		– Sell
-5,710
Closed -$259K – 87
2025
Q2 		$259K Sell
5,710
-3,122
-35% -$134K 0.16% 73
2025
Q1 		$372K Buy
8,832
+2,806
+47% +$117K 0.24% 55
2024
Q4 		$244K Buy
+6,026
New +$255K 0.16% 72

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aspen Wealth Strategies's DEM Position: Q3 2025 in Review

Aspen Wealth Strategies sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2025, closing a stake of 5,710 shares — an estimated $259K sold.

Aspen Wealth Strategies first reported a position in DEM in Q4 2024 and held it in 3 quarters. The position peaked at $372K in Q1 2025. 319 funds tracked by Wall St. Rank hold DEM as of Q3 2025.

  • Aspen Wealth Strategies reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • Aspen Wealth Strategies sold 5,710 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2025, an estimated $259K.
  • Aspen Wealth Strategies first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and held it in 3 quarters.
  • Aspen Wealth Strategies's WisdomTree Emerging Markets High Dividend Fund position peaked at $372K in Q1 2025.
  • 319 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2025.

Based on Aspen Wealth Strategies's 13F filing for Q3 2025, filed 10 Nov 2025.