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

Arbor Trust 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	$6.66M	Sell	123,876 -4,772	-4%	-$255K	2.69%	13
2026 Q1	$6.39M	Sell	128,648 -23,484	-15%	-$1.16M	2.81%	11
2025 Q4	$7.12M	Buy	152,132 +64,477	+74%	+$2.98M	3.11%	10
2025 Q3	$4.03M	Buy	87,655 +26,341	+43%	+$1.22M	1.82%	23
2025 Q2	$2.78M	Sell	61,314 -554	-0.9%	-$23.8K	1.36%	29
2025 Q1	$2.6M	Buy	61,868 +2,196	+4%	+$91.5K	1.22%	28
2024 Q4	$2.42M	Buy	59,672 +12,173	+26%	+$514K	1.13%	29
2024 Q3	$2.06M	Hold	47,499	–	–	1.08%	32
2024 Q2	$2.06M	Buy	47,499 +2,891	+6%	+$124K	1.08%	32
2024 Q1	$1.9M	Buy	44,608 +17,335	+64%	+$707K	1.04%	33
2023 Q4	$1.11M	Buy	+27,273	New	+$1.04M	0.66%	37

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 22.96% 1-Year Est. Return

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

Arbor Trust Wealth Advisors's DEM Position: Q2 2026 in Review

Arbor Trust Wealth Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.7% in Q2 2026, selling an estimated $255K and leaving 123,876 shares worth $6.66M. The position accounts for 2.69% of the portfolio, ranked #13.

Arbor Trust Wealth Advisors first reported a position in DEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.12M in Q4 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Arbor Trust Wealth Advisors held 123,876 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.66M as of Q2 2026.
Arbor Trust Wealth Advisors sold 4,772 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $255K.
WisdomTree Emerging Markets High Dividend Fund made up 2.69% of Arbor Trust Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Arbor Trust Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Arbor Trust Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $7.12M in Q4 2025.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.