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

Axxcess 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
2024 Q4	–	Sell	-16,418	Closed	-$723K	–	868
2024 Q3	$723K	Sell	16,418 -315	-2%	-$13.7K	0.02%	472
2024 Q2	$725K	Sell	16,733 -844	-5%	-$36.3K	0.02%	442
2024 Q1	$735K	Sell	17,577 -3,917	-18%	-$160K	0.02%	445
2023 Q4	$874K	Sell	21,494 -5,448	-20%	-$209K	0.03%	386
2023 Q3	$1.01M	Buy	26,942 +5,231	+24%	+$203K	0.03%	318
2023 Q2	$831K	Buy	21,711 +4,000	+23%	+$154K	0.06%	258
2023 Q1	$671K	Buy	+17,711	New	+$668K	0.05%	307
2022 Q2	–	Sell	-22,264	Closed	-$974K	–	566
2022 Q1	$974K	Buy	22,264 +8,952	+67%	+$398K	0.08%	222
2021 Q4	$577K	Buy	+13,312	New	+$580K	0.04%	326

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Axxcess Wealth Management's DEM Position: Q4 2024 in Review

Axxcess Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2024, closing a stake of 16,418 shares — an estimated $723K sold.

Axxcess Wealth Management first reported a position in DEM in Q4 2021 and held it in 9 quarters. The position peaked at $1.01M in Q3 2023. 318 funds tracked by Wall St. Rank hold DEM as of Q4 2024.

Axxcess Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 16,418 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2024, an estimated $723K.
Axxcess Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and held it in 9 quarters.
Axxcess Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.01M in Q3 2023.
318 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.