HW
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Hamilton Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Hamilton Wealth’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
2026
Q1 		$449K Sell
9,032
-269
-3% -$13.3K 0.09% 71
2025
Q4 		$434K Buy
9,301
+555
+6% +$25.7K 0.08% 79
2025
Q3 		$402K Buy
8,746
+360
+4% +$16.6K 0.08% 73
2025
Q2 		$380K Buy
+8,386
New +$361K 0.08% 72
2023
Q3 		– Sell
-296,372
Closed -$11.3M – 92
2023
Q2 		$11.3M Sell
296,372
-7,721
-3% -$297K 3.95% 9
2023
Q1 		$11.5M Buy
+304,093
New +$11.5M 4.06% 9
2019
Q2 		– Sell
-13,547
Closed -$594K – 46
2019
Q1 		$594K Sell
13,547
-12,008
-47% -$519K 0.47% 38
2018
Q4 		$1.03M Buy
+25,555
New +$1.05M 1.01% 35

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LPL Financial
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Creative Planning
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UBS Group
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KIM
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return