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	Sell	47 -47	-50%	-$2.02K	﹤0.01%	736
2024 Q1	$3.88K	Sell	94 -856	-90%	-$34.9K	﹤0.01%	922
2023 Q4	$1.03M	Buy	950 +52	+6%	+$1.99K	0.01%	358
2023 Q3	$1.03M	Buy	898 +851	+1,811%	+$33.1K	0.01%	348
2023 Q2	$2	Buy	47 +9	+24%	+$346	﹤0.01%	1612
2023 Q1	$185	Buy	+38	New	+$1.43K	0.01%	630
2022 Q4	–	Sell	-33	Closed	-$159	–	1428
2022 Q3	$159	Sell	33 -4	-11%	-$145	0.01%	589
2022 Q2	$181	Sell	37 -7	-16%	-$285	0.01%	539
2022 Q1	$214	Buy	44 +1	+2%	+$44	0.01%	560
2021 Q4	$212	Buy	43 +38	+760%	+$1.65K	﹤0.01%	617
2021 Q3	$44K	Hold	5	–	–	0.02%	610
2021 Q2	$46K	Hold	5	–	–	0.02%	595
2021 Q1	$206	Sell	5 -16	-76%	-$688	﹤0.01%	451
2020 Q4	$1K	Buy	+21	New	+$804	﹤0.01%	385
2020 Q2	–	Sell	-88	Closed	-$2.83K	–	210
2020 Q1	$2.83K	Buy	+88	New	+$3.56K	0.01%	374

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 Q1 2020 and has held it in 16 quarters since. The position peaked at $1.03M in Q4 2023. 304 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 Q1 2020 and has held it in 16 quarters since.
Financial Gravity Asset Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.03M in Q4 2023.
304 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.