TCWM
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Total Clarity Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Total Clarity Wealth Management’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 		$506K Sell
10,193
-110
-1% -$5.46K 0.12% 180
2025
Q4 		$481K Sell
10,303
-182
-2% -$8.43K 0.12% 176
2025
Q3 		$482K Sell
10,485
-159
-1% -$7.35K 0.13% 169
2025
Q2 		$482K Sell
10,644
-1,314
-11% -$56.5K 0.14% 160
2025
Q1 		$484K Hold
11,958
– – 0.16% 151
2024
Q4 		$484K Sell
11,958
-2,938
-20% -$124K 0.16% 152
2024
Q3 		$656K Buy
14,896
+543
+4% +$23.5K 0.21% 126
2024
Q2 		$622K Buy
14,353
+3,051
+27% +$131K 0.22% 116
2024
Q1 		$473K Sell
11,302
-21,690
-66% -$885K 0.16% 152
2023
Q4 		$1.34M Buy
32,992
+3,301
+11% +$126K 0.55% 54
2023
Q3 		$1.11M Buy
29,691
+948
+3% +$36.9K 0.54% 51
2023
Q2 		$1.1M Buy
+28,743
New +$1.1M 0.55% 55

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