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NBC Securities’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

NBC Securities’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 		$1.3M Buy
26,222
+14,121
+117% +$700K 0.1% 233
2025
Q4 		$565K Buy
12,101
+2,844
+31% +$132K 0.04% 459
2025
Q3 		$426K Sell
9,257
-1,298
-12% -$60K 0.03% 557
2025
Q2 		$478K Sell
10,555
-388
-4% -$16.7K 0.04% 508
2025
Q1 		$460K Buy
10,943
+10,932
+99,382% +$455K 0.04% 482
2024
Q4 		$477 Sell
11
-11,684
-100% -$494K 0.04% 465
2024
Q3 		$514K Buy
11,695
+2,146
+22% +$93K 0.04% 452
2024
Q2 		$413K Buy
9,549
+12
+0.1% +$516 0.04% 508
2024
Q1 		$399K Buy
9,537
+1,955
+26% +$79.7K 0.04% 510
2023
Q4 		$308K Buy
7,582
+1,781
+31% +$68.2K 0.03% 574
2023
Q3 		$217K Buy
+5,801
New +$226K 0.02% 655

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