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WisdomTree Emerging Markets Eq shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of WisdomTree Emerging Markets Eq (DEM) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in WisdomTree Emerging Markets Eq

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Emerging Markets Eq held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Emerging Markets Eq by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $723k 16k 44.01
2024-06-30 $725k 17k 43.31
2024-03-31 $735k 18k 41.84
2023-12-31 $874k 22k 40.68
2023-09-30 $1.0M 27k 37.48
2023-06-30 $831k 22k 38.27
2023-03-31 $671k 18k 37.86
2022-03-31 $974k 22k 43.75
2021-12-31 $577k 13k 43.34

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr TRS FLT RT BD (TFLO)
Amazon (AMZN)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)

View all positions for Axxcess Wealth Management

Top funds holding WisdomTree Emerging Markets Eq

Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Ameriprise Financial
Creative Planning
LPL Financial
UBS Group
Envestnet Asset Management
Kestra Investment Management
Royal Bank of Canada
Commonwealth Equity Services
CWM
Jpmorgan Chase & Co
Raymond James Financial
Mercer Global Advisors

View all funds holding WisdomTree Emerging Markets Eq