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

Flaharty 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 Q2	–	Sell	-14	Closed	-$589	–	211
2025 Q1	$589	Buy	+14	New	+$583	﹤0.01%	482
2024 Q4	–	Sell	-14	Closed	-$616	–	200
2024 Q3	$616	Buy	+14	New	+$607	﹤0.01%	431
2023 Q4	–	Sell	-14	Closed	-$525	–	192
2023 Q3	$525	Buy	+14	New	+$544	﹤0.01%	453
2018 Q2	–	Sell	-5,868	Closed	-$276K	–	85
2018 Q1	$276K	Buy	5,868 +795	+16%	+$38K	0.12%	82
2017 Q4	$238K	Buy	+5,073	New	+$222K	0.1%	83

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

KIM

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Flaharty Asset Management's DEM Position: Q2 2025 in Review

Flaharty Asset Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2025, closing a stake of 14 shares — an estimated $589 sold.

Flaharty Asset Management first reported a position in DEM in Q4 2017 and held it in 5 quarters. The position peaked at $276K in Q1 2018. 324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

Flaharty Asset Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 14 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $589.
Flaharty Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and held it in 5 quarters.
Flaharty Asset Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $276K in Q1 2018.
324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.