KWM
DEM icon

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

Kingsview 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
2026
Q1 		$282K Buy
5,678
+235
+4% +$11.7K ﹤0.01% 1112
2025
Q4 		$254K Buy
5,443
+350
+7% +$16.2K ﹤0.01% 1080
2025
Q3 		$234K Hold
5,093
– – ﹤0.01% 1071
2025
Q2 		$231K Buy
5,093
+200
+4% +$8.61K ﹤0.01% 1049
2025
Q1 		$206K Buy
+4,893
New +$204K ﹤0.01% 1033
2022
Q2 		– Sell
-5,736
Closed -$251K – 826
2022
Q1 		$251K Sell
5,736
-2,138
-27% -$95K 0.01% 751
2021
Q4 		$341K Sell
7,874
-2,307
-23% -$100K 0.01% 682
2021
Q3 		$444K Buy
10,181
+233
+2% +$10.4K 0.02% 578
2021
Q2 		$453K Buy
9,948
+3,545
+55% +$162K 0.02% 586
2021
Q1 		$283K Buy
+6,403
New +$275K 0.02% 663

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
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
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