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Acorn Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Acorn Wealth Advisors’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 		$359K Buy
6,682
+213
+3% +$11.4K 0.09% 201
2026
Q1 		$321K Sell
6,469
-16
-0.2% -$793 0.09% 185
2025
Q4 		$303K Buy
6,485
+322
+5% +$14.9K 0.09% 205
2025
Q3 		$283K Buy
6,163
+355
+6% +$16.4K 0.09% 218
2025
Q2 		$263K Sell
5,808
-871
-13% -$37.5K 0.1% 203
2025
Q1 		$281K Sell
6,679
-101
-1% -$4.21K 0.12% 179
2024
Q4 		$275K Sell
6,780
-73
-1% -$3.08K 0.11% 185
2024
Q3 		$302K Sell
6,853
-19
-0.3% -$824 0.13% 167
2024
Q2 		$298K Sell
6,872
-191
-3% -$8.21K 0.15% 149
2024
Q1 		$296K Sell
7,063
-173
-2% -$7.06K 0.15% 139
2023
Q4 		$294K Sell
7,236
-31
-0.4% -$1.19K 0.17% 131
2023
Q3 		$272K Buy
7,267
+114
+2% +$4.43K 0.18% 131
2023
Q2 		$274K Buy
7,153
+412
+6% +$15.8K 0.19% 134
2023
Q1 		$255K Buy
6,741
+612
+10% +$23.1K 0.19% 136
2022
Q4 		$218K Sell
6,129
-124
-2% -$4.3K 0.17% 142
2022
Q3 		$203K Buy
6,253
+96
+2% +$3.48K 0.17% 146
2022
Q2 		$228K Buy
6,157
+7
+0.1% +$285 0.18% 146
2022
Q1 		$269K Buy
6,150
+482
+9% +$21.4K 0.19% 138
2021
Q4 		$246K Buy
+5,668
New +$247K 0.16% 152
2018
Q3 		– Sell
-660
Closed -$28K – 181
2018
Q2 		$28K Buy
660
+6
+0.9% +$274 0.02% 345
2018
Q1 		$31K Hold
654
– – 0.03% 333
2017
Q4 		$31K Buy
+654
New +$28.6K 0.03% 321

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Acorn Wealth Advisors's DEM Position: Q2 2026 in Review

Acorn Wealth Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.3% in Q2 2026, buying an estimated $11.4K and bringing the position to 6,682 shares worth $359K. The position accounts for 0.09% of the portfolio, ranked #201.

Acorn Wealth Advisors first reported a position in DEM in Q4 2017 and has held it in 22 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Acorn Wealth Advisors held 6,682 shares of WisdomTree Emerging Markets High Dividend Fund worth $359K as of Q2 2026.
  • Acorn Wealth Advisors bought 213 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $11.4K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.09% of Acorn Wealth Advisors's portfolio in Q2 2026, its #201 holding.
  • Acorn Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and has held it in 22 quarters since.
  • 371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.