AWM
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Austin Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Austin 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 		– Sell
-5,956
Closed -$281K – 127
2025
Q4 		$281K Sell
5,956
-586
-9% -$27.1K 0.04% 133
2025
Q3 		$299K Buy
6,542
+85
+1% +$3.93K 0.05% 124
2025
Q2 		$291K Sell
6,457
-1,189
-16% -$51.2K 0.05% 107
2025
Q1 		$321K Buy
7,646
+349
+5% +$14.5K 0.06% 94
2024
Q4 		$296K Sell
7,297
-4
-0.1% -$169 0.06% 95
2024
Q3 		$323K Buy
7,301
+447
+7% +$19.4K 0.07% 92
2024
Q2 		$307K Buy
6,854
+117
+2% +$5.03K 0.07% 91
2024
Q1 		$299K Buy
6,737
+659
+11% +$26.9K 0.07% 87
2023
Q4 		$249K Buy
6,078
+319
+6% +$12.2K 0.07% 100
2023
Q3 		$225K Buy
+5,759
New +$224K 0.07% 89

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