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

Able 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
2026 Q2	$589K	Sell	10,955 -5,641	-34%	-$301K	0.14%	74
2026 Q1	$825K	Sell	16,596 -6,327	-28%	-$314K	0.22%	67
2025 Q4	$1.07M	Buy	22,923 +1,851	+9%	+$85.7K	0.34%	48
2025 Q3	$969K	Buy	21,072 +770	+4%	+$35.6K	0.36%	48
2025 Q2	$919K	Buy	20,302 +5,393	+36%	+$232K	0.46%	45
2025 Q1	$627K	Buy	14,909 +2,218	+17%	+$92.4K	0.37%	55
2024 Q4	$514K	Buy	12,691 +315	+3%	+$13.3K	0.34%	60
2024 Q3	$545K	Sell	12,376 -611	-5%	-$26.5K	0.41%	50
2024 Q2	$562K	Sell	12,987 -545	-4%	-$23.4K	0.46%	43
2024 Q1	$566K	Sell	13,532 -469	-3%	-$19.1K	0.49%	37
2023 Q4	$570K	Buy	+14,001	New	+$536K	0.52%	35

Other funds holding DEM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Able Wealth Management's DEM Position: Q2 2026 in Review

Able Wealth Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 34% in Q2 2026, selling an estimated $301K and leaving 10,955 shares worth $589K. The position accounts for 0.14% of the portfolio, ranked #74.

Able Wealth Management first reported a position in DEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Able Wealth Management held 10,955 shares of WisdomTree Emerging Markets High Dividend Fund worth $589K as of Q2 2026.
Able Wealth Management sold 5,641 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $301K.
WisdomTree Emerging Markets High Dividend Fund made up 0.14% of Able Wealth Management's portfolio in Q2 2026, its #74 holding.
Able Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Able Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.07M in Q4 2025.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Able Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.