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FSC Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

FSC Wealth 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
2025
Q4 		– Sell
-9,288
Closed -$427K – 38
2025
Q3 		$427K Buy
9,288
+1,086
+13% +$50.2K 0.25% 52
2025
Q2 		$371K Sell
8,202
-286
-3% -$12.3K 0.23% 52
2025
Q1 		$357K Sell
8,488
-246
-3% -$10.2K 0.23% 52
2024
Q4 		$354K Buy
8,734
+518
+6% +$21.9K 0.23% 53
2024
Q3 		$362K Buy
8,216
+376
+5% +$16.3K 0.26% 51
2024
Q2 		$340K Buy
7,840
+184
+2% +$7.91K 0.25% 47
2024
Q1 		$320K Buy
7,656
+3,290
+75% +$134K 0.23% 45
2023
Q4 		$178K Buy
4,366
+1,632
+60% +$62.5K 0.13% 52
2023
Q3 		$102K Buy
2,734
+185
+7% +$7.19K 0.11% 44
2023
Q2 		$97.6K Sell
2,549
-32
-1% -$1.23K 0.09% 47
2023
Q1 		$97.7K Buy
2,581
+1,985
+333% +$74.9K 0.15% 37
2022
Q4 		$21.2K Sell
596
-940
-61% -$32.6K 0.04% 82
2022
Q3 		$50K Sell
1,536
-211
-12% -$7.64K 0.48% 42
2022
Q2 		$65K Buy
1,747
+1,553
+801% +$63.2K 0.58% 39
2022
Q1 		$8K Buy
194
+2
+1% +$89 0.01% 132
2021
Q4 		$8K Buy
+192
New +$8.36K 0.01% 137

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FSC Wealth Advisors's DEM Position: Q4 2025 in Review

FSC Wealth Advisors sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q4 2025, closing a stake of 9,288 shares — an estimated $427K sold.

FSC Wealth Advisors first reported a position in DEM in Q4 2021 and held it in 16 quarters. The position peaked at $427K in Q3 2025. 353 funds tracked by Wall St. Rank hold DEM as of Q4 2025.

  • FSC Wealth Advisors reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 9,288 WisdomTree Emerging Markets High Dividend Fund shares in Q4 2025, an estimated $427K.
  • FSC Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and held it in 16 quarters.
  • FSC Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $427K in Q3 2025.
  • 353 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.