SG
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Sharper & Granite’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Sharper & Granite’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
Q3 		– Sell
-4,900
Closed -$225K – 106
2025
Q2 		$225K Sell
4,900
-2,500
-34% -$108K 0.09% 101
2025
Q1 		$311K Hold
7,400
– – 0.13% 91
2024
Q4 		$300K Sell
7,400
-675
-8% -$28.5K 0.13% 91
2024
Q3 		$355K Sell
8,075
-2,100
-21% -$91K 0.16% 86
2024
Q2 		$441K Hold
10,175
– – 0.21% 79
2024
Q1 		$429K Sell
10,175
-420
-4% -$17.1K 0.21% 81
2023
Q4 		$431K Buy
10,595
+300
+3% +$11.5K 0.22% 80
2023
Q3 		$386K Hold
10,295
– – 0.22% 80
2023
Q2 		$394K Buy
10,295
+160
+2% +$6.15K 0.23% 77
2023
Q1 		$384K Buy
10,135
+505
+5% +$19.1K 0.23% 78
2022
Q4 		$343K Buy
+9,630
New +$334K 0.23% 78

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return