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

Principal 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 		$358K Sell
7,203
-8
-0.1% -$397 0.01% 1126
2025
Q4 		$337K Sell
7,211
-29
-0.4% -$1.34K 0.01% 1091
2025
Q3 		$333K Buy
7,240
+684
+10% +$31.6K 0.01% 1078
2025
Q2 		$297K Buy
6,556
+1,781
+37% +$76.6K 0.01% 1067
2025
Q1 		$193K Hold
4,775
– – ﹤0.01% 1148
2024
Q4 		$193K Sell
4,775
-2
-0% -$85 ﹤0.01% 1148
2024
Q3 		$210K Sell
4,777
-149
-3% -$6.46K 0.01% 1085
2024
Q2 		$213K Buy
4,926
+1,731
+54% +$74.4K 0.01% 1016
2024
Q1 		$134K Buy
+3,195
New +$130K ﹤0.01% 1175

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