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IAN
Integrated Advisors Network’s
WisdomTree Emerging Markets High Dividend Fund
DEM
Stock Holding History
Integrated Advisors Network’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
–
Sell
-7,810
Closed
-$365K
–
708
2025
Q4
$365K
Hold
7,810
–
–
0.02%
548
2025
Q3
$359K
Hold
7,810
–
–
0.02%
587
2025
Q2
$354K
Sell
7,810
-310
-4%
-$13.3K
0.02%
579
2025
Q1
$342K
Hold
8,120
–
–
0.02%
545
2024
Q4
$329K
Hold
8,120
–
–
0.02%
542
2024
Q3
$357K
Hold
8,120
–
–
0.02%
557
2024
Q2
$352K
Hold
8,120
–
–
0.02%
540
2024
Q1
$340K
Hold
8,120
–
–
0.02%
563
2023
Q4
$330K
Hold
8,120
–
–
0.02%
531
2023
Q3
$304K
Hold
8,120
–
–
0.02%
533
2023
Q2
$311K
Hold
8,120
–
–
0.02%
530
2023
Q1
$307K
Hold
8,120
–
–
0.02%
539
2022
Q4
$289K
Hold
8,120
–
–
0.02%
517
2022
Q3
$264K
Hold
8,120
–
–
0.02%
532
2022
Q2
$301K
Buy
+8,120
New
+$331K
0.02%
527
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
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
KIM
Kestra Investment Management
Austin, Texas
$5.8B AUM
14.71%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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