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Atria Investments’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Atria Investments’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 		$364K Sell
6,764
-130
-2% -$6.94K ﹤0.01% 1722
2026
Q1 		$343K Sell
6,894
-3,632
-35% -$180K ﹤0.01% 1669
2025
Q4 		$492K Buy
10,526
+179
+2% +$8.29K 0.01% 1460
2025
Q3 		$476K Sell
10,347
-67
-0.6% -$3.1K 0.01% 1441
2025
Q2 		$472K Buy
10,414
+444
+4% +$19.1K 0.01% 1459
2025
Q1 		$420K Buy
9,970
+3,197
+47% +$133K 0.01% 1448
2024
Q4 		$274K Buy
6,773
+1,459
+27% +$61.7K ﹤0.01% 1636
2024
Q3 		$234K Buy
5,314
+616
+13% +$26.7K ﹤0.01% 1746
2024
Q2 		$203K Buy
+4,698
New +$202K ﹤0.01% 1815
2014
Q4 		– Sell
-95,322
Closed -$4.55M – 423
2014
Q3 		$4.55M Buy
95,322
+41,560
+77% +$2.16M 0.47% 36
2014
Q2 		$2.79M Buy
53,762
+1,195
+2% +$60.5K 0.28% 58
2014
Q1 		$2.58M Sell
52,567
-21,953
-29% -$1.04M 0.26% 60
2013
Q4 		$3.8M Buy
74,520
+10,325
+16% +$538K 0.38% 48
2013
Q3 		$3.32M Buy
64,195
+30,399
+90% +$1.53M 0.35% 52
2013
Q2 		$1.63M Buy
+33,796
New +$1.81M 0.2% 70

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Atria Investments's DEM Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.9% in Q2 2026, selling an estimated $6.94K and leaving 6,764 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Atria Investments first reported a position in DEM in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.55M in Q3 2014. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Atria Investments held 6,764 shares of WisdomTree Emerging Markets High Dividend Fund worth $364K as of Q2 2026.
  • Atria Investments sold 130 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $6.94K.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1722 holding.
  • Atria Investments first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2013 and has held it in 15 quarters since.
  • Atria Investments's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.55M in Q3 2014.
  • 371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.