Truist Financial
DEM icon

Truist Financial’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Truist Financial’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 		$234K Buy
4,716
+433
+10% +$21.5K ﹤0.01% 2554
2025
Q4 		$200K Buy
+4,283
New +$198K ﹤0.01% 2610
2022
Q3 		– Sell
-6,048
Closed -$224K – 2558
2022
Q2 		$224K Sell
6,048
-289
-5% -$11.8K ﹤0.01% 2392
2022
Q1 		$278K Buy
+6,337
New +$282K ﹤0.01% 2369
2021
Q4 		– Sell
-4,791
Closed -$209K – 2763
2021
Q3 		$209K Sell
4,791
-606
-11% -$27.2K ﹤0.01% 2539
2021
Q2 		$247K Buy
5,397
+188
+4% +$8.61K ﹤0.01% 2486
2021
Q1 		$231K Buy
5,209
+91
+2% +$3.91K ﹤0.01% 2438
2020
Q4 		$210K Sell
5,118
-2,664
-34% -$102K ﹤0.01% 2361
2020
Q3 		$274K Sell
7,782
-93
-1% -$3.48K ﹤0.01% 2079
2020
Q2 		$285K Sell
7,875
-11,841
-60% -$417K ﹤0.01% 1979
2020
Q1 		$636K Sell
19,716
-17,352
-47% -$703K ﹤0.01% 1445
2019
Q4 		$1.7M Buy
+37,068
New +$1.61M ﹤0.01% 1203

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