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

Arkadios 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	$650K	Buy	12,093 +898	+8%	+$48K	0.01%	987
2026 Q1	$556K	Buy	11,195 +909	+9%	+$45.1K	0.01%	1059
2025 Q4	$480K	Sell	10,286 -4,654	-31%	-$215K	0.01%	1033
2025 Q3	$687K	Buy	14,940 +4,454	+42%	+$206K	0.02%	804
2025 Q2	$475K	Buy	10,486 +4,849	+86%	+$209K	0.01%	865
2025 Q1	$237K	Buy	+5,637	New	+$235K	0.01%	993
2021 Q4	–	Sell	-5,515	Closed	-$240K	–	848
2021 Q3	$240K	Sell	5,515 -1,697	-24%	-$76.1K	0.03%	460
2021 Q2	$329K	Buy	7,212 +546	+8%	+$25K	0.04%	432
2021 Q1	$295K	Buy	6,666 +1,715	+35%	+$73.8K	0.05%	345
2020 Q4	$203K	Buy	+4,951	New	+$190K	0.04%	322
2020 Q2	–	Sell	-305	Closed	-$9.82K	–	985
2020 Q1	$9.82K	Sell	305 -201	-40%	-$8.14K	0.01%	640
2019 Q4	$22.1K	Buy	+506	New	+$22K	0.01%	439

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

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

Arkadios Wealth Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 8% in Q2 2026, buying an estimated $48K and bringing the position to 12,093 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #987.

Arkadios Wealth Advisors first reported a position in DEM in Q4 2019 and has held it in 12 quarters since. The position peaked at $687K in Q3 2025. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Arkadios Wealth Advisors held 12,093 shares of WisdomTree Emerging Markets High Dividend Fund worth $650K as of Q2 2026.
Arkadios Wealth Advisors bought 898 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $48K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #987 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 12 quarters since.
Arkadios Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $687K in Q3 2025.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.