AIM
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Aspen Investment Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Aspen Investment Management’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 		$396K Hold
7,370
– – 0.11% 150
2026
Q1 		$366K Sell
7,370
-720
-9% -$35.7K 0.11% 144
2025
Q4 		$378K Buy
+8,090
New +$374K 0.11% 147

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Creative Planning
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UBS Group
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KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Ameriprise
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Envestnet Asset Management
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Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Aspen Investment Management's DEM Position: Q2 2026 in Review

Aspen Investment Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 7,370 shares worth $396K. The position accounts for 0.11% of the portfolio, ranked #150.

Aspen Investment Management first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Aspen Investment Management held 7,370 shares of WisdomTree Emerging Markets High Dividend Fund worth $396K as of Q2 2026.
  • Aspen Investment Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.11% of Aspen Investment Management's portfolio in Q2 2026, its #150 holding.
  • Aspen Investment Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.