DWM
DEM icon

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

Drive 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
2025
Q4 		– Sell
-16,188
Closed -$744K – 390
2025
Q3 		$744K Sell
16,188
-14,950
-48% -$691K 0.16% 113
2025
Q2 		$1.41M Sell
31,138
-652
-2% -$28.1K 0.31% 74
2025
Q1 		$1.34M Sell
31,790
-165
-0.5% -$6.87K 0.31% 74
2024
Q4 		$1.29M Buy
31,955
+3,321
+12% +$140K 0.32% 63
2024
Q3 		$1.26M Buy
28,634
+771
+3% +$33.4K 0.33% 57
2024
Q2 		$1.21M Buy
27,863
+1,434
+5% +$61.6K 0.33% 59
2024
Q1 		$1.11M Buy
26,429
+713
+3% +$29.1K 0.31% 64
2023
Q4 		$1.05M Buy
25,716
+14,770
+135% +$565K 0.34% 61
2023
Q3 		$410K Buy
10,946
+4,202
+62% +$163K 0.15% 127
2023
Q2 		$258K Buy
+6,744
New +$259K 0.1% 204

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
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