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 Q3	$599K	Sell	10,732 -223	-2%	-$12.2K	0.13%	74
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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return

Able Wealth Management's DEM Position: Q3 2026 in Review

Able Wealth Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2% in Q3 2026, selling an estimated $12.2K and leaving 10,732 shares worth $599K. The position accounts for 0.13% of the portfolio, ranked #74.

Able Wealth Management first reported a position in DEM in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q4 2025. 112 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Able Wealth Management held 10,732 shares of WisdomTree Emerging Markets High Dividend Fund worth $599K as of Q3 2026.
Able Wealth Management sold 223 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $12.2K.
WisdomTree Emerging Markets High Dividend Fund made up 0.13% of Able Wealth Management's portfolio in Q3 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 12 quarters since.
Able Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.07M in Q4 2025.
112 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.