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Caldwell Trust’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Caldwell Trust’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 		$5.71K Hold
115
– – ﹤0.01% 703
2025
Q4 		$5.37K Hold
115
– – ﹤0.01% 692
2025
Q3 		$5.29K Hold
115
– – ﹤0.01% 690
2025
Q2 		$5.21K Hold
115
– – ﹤0.01% 689
2025
Q1 		$4.84K Hold
115
– – ﹤0.01% 692
2024
Q4 		$4.66K Buy
+115
New +$4.86K ﹤0.01% 657
2020
Q4 		– Sell
-258
Closed -$9.09K – 721
2020
Q3 		$9.09K Sell
258
-185
-42% -$6.93K ﹤0.01% 625
2020
Q2 		$16K Sell
443
-1,985
-82% -$69.9K ﹤0.01% 575
2020
Q1 		$78.3K Sell
2,428
-400
-14% -$16.2K 0.01% 357
2019
Q4 		$129K Buy
+2,828
New +$123K 0.02% 330

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