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

Abound 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 		$6.62K Buy
+123
New +$6.57K ﹤0.01% 546
2026
Q1 		– Sell
-69
Closed -$3.22K – 1522
2025
Q4 		$3.22K Sell
69
-179
-72% -$8.29K ﹤0.01% 768
2025
Q3 		$11.4K Buy
+248
New +$11.5K ﹤0.01% 465

Other funds holding DEM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Abound Wealth Management opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 123 shares worth $6.62K. The stake represents ﹤0.01% of the portfolio and ranks #546 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in DEM as recently as Q4 2025.

Abound Wealth Management first reported a position in DEM in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.4K in Q3 2025. 60 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Abound Wealth Management held 123 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.62K as of Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund was a new Abound Wealth Management position in Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Abound Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • Abound Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $11.4K in Q3 2025.
  • 60 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.