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FFA
Farther Finance Advisors’s
WisdomTree Emerging Markets High Dividend Fund
DEM
Stock Holding History
Farther Finance Advisors’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
$778K
Buy
15,719
+4,602
+41%
+$228K
0.01%
1133
2025
Q4
$519K
Buy
11,117
+5,338
+92%
+$247K
0.01%
1289
2025
Q3
$266K
Buy
5,779
+1,519
+36%
+$70.2K
﹤0.01%
1452
2025
Q2
$193K
Sell
4,260
-1,480
-26%
-$63.7K
﹤0.01%
1412
2025
Q1
$243K
Buy
5,740
+5,660
+7,075%
+$236K
0.01%
1150
2024
Q4
$3.24K
Sell
80
-1,027
-93%
-$43.4K
﹤0.01%
2842
2024
Q3
$48.7K
Hold
1,107
–
–
﹤0.01%
1679
2024
Q2
$48.1K
Buy
1,107
+866
+359%
+$37.2K
﹤0.01%
1434
2024
Q1
$10K
Hold
241
–
–
﹤0.01%
1764
2023
Q4
$9.8K
Sell
241
-870
-78%
-$33.3K
﹤0.01%
1616
2023
Q3
$41.6K
Sell
1,111
-102
-8%
-$3.97K
0.01%
828
2023
Q2
$46.4K
Buy
1,213
+424
+54%
+$16.3K
0.01%
700
2023
Q1
$29.9K
Buy
789
+752
+2,032%
+$28.4K
0.01%
775
2022
Q4
$1.32K
Buy
+37
New
+$1.28K
﹤0.01%
1581
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$376B AUM
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1-Year Est. Return
Creative Planning
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$147B AUM
18.73%
1-Year Est. Return
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
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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