Financial Gravity Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Financial Gravity Asset 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 Q1	$5.64K	Buy	+134	New	+$5.58K	﹤0.01%	706
2024 Q2	$2.04K	Hold	47	–	–	﹤0.01%	736
2024 Q1	$1.91K	Sell	47 -5	-10%	-$204	﹤0.01%	686
2023 Q4	$2.11K	Buy	+52	New	+$1.99K	﹤0.01%	706
2021 Q3	$44K	Hold	5	–	–	0.02%	610
2021 Q2	$46K	Buy	+5	New	+$229	0.02%	595
2020 Q4	$1K	Buy	+21	New	+$804	﹤0.01%	385

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Gravity Asset Management's DEM Position: Q1 2025 in Review

Financial Gravity Asset Management opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025: 134 shares worth $5.64K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in DEM as recently as Q2 2024.

Financial Gravity Asset Management first reported a position in DEM in Q4 2020 and has held it in 7 quarters since. The position peaked at $46K in Q2 2021. 306 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

Financial Gravity Asset Management held 134 shares of WisdomTree Emerging Markets High Dividend Fund worth $5.64K as of Q1 2025.
WisdomTree Emerging Markets High Dividend Fund was a new Financial Gravity Asset Management position in Q1 2025.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2025, its #706 holding.
Financial Gravity Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and has held it in 7 quarters since.
Financial Gravity Asset Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $46K in Q2 2021.
306 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Financial Gravity Asset Management's 13F filing for Q1 2025, filed 30 Apr 2025.