Superior Planning, LLC’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Superior Planning, LLC’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 Q3	$12.4K	Buy	+224	New	+$12.3K	0.01%	854

Other funds holding DEM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Superior Planning, LLC's DEM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2026: 224 shares worth $12.4K. The stake represents 0.01% of the portfolio and ranks #854 among its holdings.

293 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Superior Planning, LLC held 224 shares of WisdomTree Emerging Markets High Dividend Fund worth $12.4K as of Q3 2026.
WisdomTree Emerging Markets High Dividend Fund was a new Superior Planning, LLC position in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #854 holding.
293 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.