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Iron Horse Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Iron Horse Wealth 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
-11
Closed -$463 – 603
2025
Q1 		$463 Buy
+11
New +$458 ﹤0.01% 556

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KIM
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LPL Financial
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Ameriprise
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Creative Planning
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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

Iron Horse Wealth Management's DEM Position: Q2 2025 in Review

Iron Horse Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2025, closing a stake of 11 shares — an estimated $463 sold.

Iron Horse Wealth Management first reported a position in DEM in Q1 2025 and held it in 1 quarter. The position peaked at $463 in Q1 2025. 324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

  • Iron Horse Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 11 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $463.
  • Iron Horse Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Iron Horse Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $463 in Q1 2025.
  • 324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.