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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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Drive Wealth Management's DEM Position: Q4 2025 in Review

Drive Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2025, closing a stake of 16,188 shares — an estimated $744K sold.

Drive Wealth Management first reported a position in DEM in Q2 2023 and held it in 10 quarters. The position peaked at $1.41M in Q2 2025. 353 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

  • Drive Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Drive Wealth Management sold 16,188 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $744K.
  • Drive Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2023 and held it in 10 quarters.
  • Drive Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.41M in Q2 2025.
  • 353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on Drive Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.