AWM
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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

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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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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