CA
DEM icon

Calton & Associates’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Calton & Associates’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 		$211K Sell
4,243
-2,249
-35% -$112K 0.03% 414
2025
Q4 		$303K Buy
+6,492
New +$301K 0.04% 322
2025
Q3 		– Sell
-7,536
Closed -$341K – 435
2025
Q2 		$341K Buy
7,536
+1,267
+20% +$54.5K 0.06% 264
2025
Q1 		$264K Buy
+6,269
New +$261K 0.06% 260
2024
Q4 		– Sell
-7,019
Closed -$309K – 213
2024
Q3 		$309K Buy
+7,019
New +$304K 0.12% 164
2023
Q4 		– Sell
-8,326
Closed -$312K – 249
2023
Q3 		$312K Buy
+8,326
New +$324K 0.46% 57
2018
Q1 		– Sell
-1,489
Closed -$73K – 538
2017
Q4 		$73K Buy
+1,489
New +$65.1K 0.02% 561

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