Advisor Resource Council’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Advisor Resource Council’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
2025 Q3	–	Sell	-10,430	Closed	-$472K	–	72
2025 Q2	$472K	Hold	10,430	–	–	0.18%	87
2025 Q1	$439	Buy	+10,430	New	+$434K	﹤0.01%	582
2024 Q4	–	Sell	-25,635	Closed	-$1.13M	–	115
2024 Q3	$1.13M	Buy	25,635 +12,340	+93%	+$535K	0.51%	45
2024 Q2	$576	Buy	13,295 +640	+5%	+$27.5K	﹤0.01%	52
2024 Q1	$515K	Buy	+12,655	New	+$516K	0.22%	113

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advisor Resource Council's DEM Position: Q3 2025 in Review

Advisor Resource Council sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q3 2025, closing a stake of 10,430 shares — an estimated $472K sold.

Advisor Resource Council first reported a position in DEM in Q1 2024 and held it in 5 quarters. The position peaked at $1.13M in Q3 2024. 319 funds tracked by Wall St. Rank hold DEM as of Q3 2025.

Advisor Resource Council reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 10,430 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2025, an estimated $472K.
Advisor Resource Council first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2024 and held it in 5 quarters.
Advisor Resource Council's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.13M in Q3 2024.
319 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.