CP
DEM icon

Castleview Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Castleview Partners’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
-337
Closed -$13.6K – 265
2024
Q4 		$13.6K Hold
337
– – 0.01% 540
2024
Q3 		$14.8K Hold
337
– – 0.01% 491
2024
Q2 		$14.6K Hold
337
– – 0.01% 468
2024
Q1 		$14.1K Hold
337
– – 0.01% 506
2023
Q4 		$13.7K Hold
337
– – 0.01% 486
2023
Q3 		$12.6K Buy
337
+2
+0.6% +$78 0.01% 404
2023
Q2 		$12.8K Buy
+335
New +$12.9K 0.01% 403

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 $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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return