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MLA
My Legacy Advisors’s
WisdomTree Emerging Markets High Dividend Fund
DEM
Stock Holding History
My Legacy Advisors’s Portfolio
DEM Stock Details
DEM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$348K
Buy
7,568
+2,343
+45%
+$101K
0.12%
161
2025
Q1
$220K
Sell
5,225
-11
-0.2%
-$458
0.08%
201
2024
Q4
$212K
Buy
5,236
+190
+4%
+$8.03K
0.08%
195
2024
Q3
$222K
Sell
5,046
-8,123
-62%
-$352K
0.09%
189
2024
Q2
$570K
Sell
13,169
-1,187
-8%
-$51K
0.18%
139
2024
Q1
$601K
Sell
14,356
-1,173
-8%
-$47.8K
0.2%
140
2023
Q4
$614K
Buy
15,529
+2,693
+21%
+$103K
0.22%
136
2023
Q3
$476K
Buy
12,836
+17
+0.1%
+$661
0.19%
143
2023
Q2
$504K
Buy
12,819
+409
+3%
+$15.7K
0.2%
145
2023
Q1
$469K
Sell
12,410
-550
-4%
-$20.8K
0.2%
151
2022
Q4
$492K
Sell
12,960
-1,844
-12%
-$64K
0.21%
153
2022
Q3
$479K
Buy
14,804
+3,061
+26%
+$111K
0.24%
150
2022
Q2
$421K
Buy
+11,743
New
+$478K
0.21%
157
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
KIM
Kestra Investment Management
Austin, Texas
$5.8B AUM
14.71%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
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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