EWP
DEM icon

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

Elevation Wealth 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
2026
Q2 		$349K Sell
6,480
-274
-4% -$14.6K 0.1% 102
2026
Q1 		$336K Buy
6,754
+4
+0.1% +$198 0.12% 91
2025
Q4 		$315K Sell
6,750
-745
-10% -$34.5K 0.11% 95
2025
Q3 		$345K Sell
7,495
-171
-2% -$7.9K 0.12% 90
2025
Q2 		$347K Sell
7,666
-1,591
-17% -$68.5K 0.14% 85
2025
Q1 		$390K Sell
9,257
-528
-5% -$22K 0.17% 77
2024
Q4 		$396K Sell
9,785
-28
-0.3% -$1.18K 0.17% 75
2024
Q3 		$432K Sell
9,813
-698
-7% -$30.3K 0.19% 74
2024
Q2 		$455K Sell
10,511
-17
-0.2% -$731 0.22% 73
2024
Q1 		$440K Sell
10,528
-108
-1% -$4.41K 0.22% 72
2023
Q4 		$399K Hold
10,636
– – 0.24% 73
2023
Q3 		$399K Sell
10,636
-108
-1% -$4.2K 0.34% 38
2023
Q2 		$411K Sell
10,744
-717
-6% -$27.6K 0.35% 38
2023
Q1 		$434K Buy
+11,461
New +$432K 0.4% 37

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CNBT
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EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return