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

Atria Wealth Solutions’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
2025 Q2	$656K	Sell	14,461 -697	-5%	-$30K	0.01%	808
2025 Q1	$638K	Sell	15,158 -7,520	-33%	-$313K	0.01%	1079
2024 Q4	$918K	Buy	22,678 +6,581	+41%	+$278K	0.01%	956
2024 Q3	$708K	Buy	16,097 +844	+6%	+$36.6K	0.01%	1064
2024 Q2	$661K	Buy	15,253 +407	+3%	+$17.5K	0.01%	1089
2024 Q1	$621K	Sell	14,846 -4,763	-24%	-$194K	0.01%	1151
2023 Q4	$798K	Buy	19,609 +4,285	+28%	+$164K	0.01%	973
2023 Q3	$574K	Sell	15,324 -5,534	-27%	-$215K	0.01%	1068
2023 Q2	$798K	Buy	20,858 +7,925	+61%	+$305K	0.01%	945
2023 Q1	$490K	Buy	12,933 +1,240	+11%	+$46.8K	0.01%	1150
2022 Q4	$417K	Sell	11,693 -7,676	-40%	-$266K	0.01%	1179
2022 Q3	$630K	Sell	19,369 -258	-1%	-$9.35K	0.01%	906
2022 Q2	$727K	Sell	19,627 -1,793	-8%	-$73K	0.01%	829
2022 Q1	$938K	Buy	+21,420	New	+$952K	0.02%	765

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Atria Wealth Solutions's DEM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.6% in Q2 2025, selling an estimated $30K and leaving 14,461 shares worth $656K. The position accounts for 0.01% of the portfolio, ranked #808.

Atria Wealth Solutions first reported a position in DEM in Q1 2022 and has held it in 14 quarters since. The position peaked at $938K in Q1 2022. 325 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

Atria Wealth Solutions held 14,461 shares of WisdomTree Emerging Markets High Dividend Fund worth $656K as of Q2 2025.
Atria Wealth Solutions sold 697 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $30K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #808 holding.
Atria Wealth Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's WisdomTree Emerging Markets High Dividend Fund position peaked at $938K in Q1 2022.
325 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.