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Snowden Capital Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Snowden Capital Advisors’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 		$329K Buy
+6,625
New +$329K 0.01% 982
2023
Q2 		– Sell
-6,993
Closed -$265K – 1184
2023
Q1 		$265K Hold
6,993
– – 0.01% 984
2022
Q4 		$249K Buy
+6,993
New +$243K 0.01% 992
2018
Q4 		– Sell
-14,332
Closed -$626K – 472
2018
Q3 		$626K Buy
14,332
+1,435
+11% +$62.4K 0.07% 297
2018
Q2 		$553K Buy
12,897
+218
+2% +$9.97K 0.07% 298
2018
Q1 		$606K Buy
12,679
+365
+3% +$17.5K 0.09% 246
2017
Q4 		$558K Buy
12,314
+1,032
+9% +$45.1K 0.08% 270
2017
Q3 		$485K Buy
11,282
+1,127
+11% +$48.6K 0.08% 268
2017
Q2 		$416K Buy
+10,155
New +$416K 0.08% 250

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