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

Financial Gravity Companies’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
Q2 		$6.07K Buy
+134
New +$5.77K ﹤0.01% 660
2024
Q4 		$5.43K Buy
+134
New +$5.66K ﹤0.01% 670

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Gravity Companies's DEM Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2025: 134 shares worth $6.07K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DEM as recently as Q4 2024.

Financial Gravity Companies first reported a position in DEM in Q4 2024 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

  • Financial Gravity Companies held 134 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.07K as of Q2 2025.
  • WisdomTree Emerging Markets High Dividend Fund was a new Financial Gravity Companies position in Q2 2025.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #660 holding.
  • Financial Gravity Companies first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.