Western Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Western 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
2025 Q1	–	Sell	-18,302	Closed	-$741K	–	685
2024 Q4	$741K	Sell	18,302 -3,464	-16%	-$146K	0.05%	295
2024 Q3	$958K	Buy	21,766 +4,452	+26%	+$193K	0.05%	325
2024 Q2	$750K	Buy	17,314 +2,578	+17%	+$111K	0.06%	279
2024 Q1	$617K	Buy	14,736 +713	+5%	+$29.1K	0.05%	315
2023 Q4	$570K	Sell	14,023 -4,680	-25%	-$179K	0.04%	375
2023 Q3	$701K	Buy	+18,703	New	+$727K	0.06%	317

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Western Wealth Management's DEM Position: Q1 2025 in Review

Western Wealth Management sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q1 2025, closing a stake of 18,302 shares — an estimated $741K sold.

Western Wealth Management first reported a position in DEM in Q3 2023 and held it in 6 quarters. The position peaked at $958K in Q3 2024. 304 funds tracked by Wall St. Rank hold DEM as of Q1 2025.

Western Wealth Management reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q1 2025 after selling out during the quarter.
Western Wealth Management sold 18,302 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2025, an estimated $741K.
Western Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2023 and held it in 6 quarters.
Western Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $958K in Q3 2024.
304 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.