Allworth Financial’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Allworth Financial’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	$4.63K	Sell	86 -128	-60%	-$6.84K	﹤0.01%	4162
2026 Q1	$10.6K	Sell	214 -2	-0.9%	-$99	﹤0.01%	3456
2025 Q4	$10.1K	Sell	216 -255	-54%	-$11.8K	﹤0.01%	3263
2025 Q3	$21.7K	Sell	471 -15	-3%	-$693	﹤0.01%	2659
2025 Q2	$22K	Buy	486 +383	+372%	+$16.5K	﹤0.01%	2461
2025 Q1	$4.32K	Sell	103 -19	-16%	-$792	﹤0.01%	2845
2024 Q4	$5K	Hold	122	–	–	﹤0.01%	2765
2024 Q3	$5.37K	Hold	122	–	–	﹤0.01%	2535
2024 Q2	$5.25K	Sell	122 -232	-66%	-$9.97K	﹤0.01%	2498
2024 Q1	$14.8K	Buy	354 +232	+190%	+$9.46K	﹤0.01%	1933
2023 Q4	$4.96K	Hold	122	–	–	﹤0.01%	2283
2023 Q3	$4.57K	Hold	122	–	–	﹤0.01%	2148
2023 Q2	$4.67K	Hold	122	–	–	﹤0.01%	2132
2023 Q1	$4.62K	Hold	122	–	–	﹤0.01%	2067
2022 Q4	$4.35K	Buy	+122	New	+$4.23K	﹤0.01%	1949
2019 Q2	–	Sell	-77	Closed	-$3K	–	957
2019 Q1	$3K	Buy	+77	New	+$3.33K	﹤0.01%	754
2018 Q4	–	Sell	-12	Closed	-$1K	–	879
2018 Q3	$1K	Sell	12 -135	-92%	-$5.87K	﹤0.01%	833
2018 Q2	$6K	Buy	+147	New	+$6.72K	﹤0.01%	591

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 22.9% 1-Year Est. Return

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

Allworth Financial's DEM Position: Q2 2026 in Review

Allworth Financial reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 60% in Q2 2026, selling an estimated $6.84K and leaving 86 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4162.

Allworth Financial first reported a position in DEM in Q2 2018 and has held it in 18 quarters since. The position peaked at $22K in Q2 2025. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Allworth Financial held 86 shares of WisdomTree Emerging Markets High Dividend Fund worth $4.63K as of Q2 2026.
Allworth Financial sold 128 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $6.84K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4162 holding.
Allworth Financial first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and has held it in 18 quarters since.
Allworth Financial's WisdomTree Emerging Markets High Dividend Fund position peaked at $22K in Q2 2025.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.