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

Lodestone 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
Q1 		– Sell
-16,537
Closed -$809K – 154
2024
Q4 		$809K Buy
+16,537
New +$699K 0.41% 66

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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Lodestone Wealth Management's DEM Position: Q1 2025 in Review

Lodestone Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 16,537 shares — an estimated $809K sold.

Lodestone Wealth Management first reported a position in DEM in Q4 2024 and held it in 1 quarter. The position peaked at $809K in Q4 2024. 304 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

  • Lodestone Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Lodestone Wealth Management sold 16,537 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $809K.
  • Lodestone Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Lodestone Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $809K in Q4 2024.
  • 304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Lodestone Wealth Management's 13F filing for Q1 2025, filed 28 Apr 2025.