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WisdomTree Emerging Markets Eq shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment 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 Synergy Investment 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 Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $302k 6.1k 49.69
2025-03-31 $70k 1.7k 42.08
2024-12-31 $31k 760 40.49

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding WisdomTree Emerging Markets Eq

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

View all funds holding WisdomTree Emerging Markets Eq