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

Avior 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
2025
Q1 		– Sell
-2,955
Closed -$116K – 1131
2024
Q4 		$116K Sell
2,955
-1,632
-36% -$69K ﹤0.01% 850
2024
Q3 		$198K Sell
4,587
-315
-6% -$13.7K 0.01% 698
2024
Q2 		$208K Buy
4,902
+2,401
+96% +$103K 0.01% 662
2024
Q1 		$101K Buy
2,501
+2,400
+2,376% +$97.9K ﹤0.01% 961
2023
Q4 		$155 Sell
101
-6,765
-99% -$259K ﹤0.01% 1475
2023
Q3 		$254K Buy
6,866
+360
+6% +$14K 0.02% 480
2023
Q2 		$245K Sell
6,506
-107
-2% -$4.11K 0.02% 485
2023
Q1 		$247K Buy
6,613
+6,326
+2,204% +$239K 0.02% 490
2022
Q4 		$6.77K Buy
287
+2
+0.7% +$69 ﹤0.01% 910
2022
Q3 		$6K Buy
285
+185
+185% +$6.7K ﹤0.01% 915
2022
Q2 		$0 Buy
+100
New +$4.07K ﹤0.01% 1094

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avior Wealth Management's DEM Position: Q1 2025 in Review

Avior Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 2,955 shares — an estimated $116K sold.

Avior Wealth Management first reported a position in DEM in Q2 2022 and held it in 11 quarters. The position peaked at $254K in Q3 2023. 306 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

  • Avior Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,955 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $116K.
  • Avior Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2022 and held it in 11 quarters.
  • Avior Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $254K in Q3 2023.
  • 306 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.