Austin Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Austin Wealth 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 Q3	$241K	Buy	4,381 +538	+14%	+$29.5K	0.05%	115
2026 Q2	$203K	Buy	+3,843	New	+$205K	0.04%	123
2026 Q1	–	Sell	-5,956	Closed	-$281K	–	127
2025 Q4	$281K	Sell	5,956 -586	-9%	-$27.1K	0.04%	133
2025 Q3	$299K	Buy	6,542 +85	+1%	+$3.93K	0.05%	124
2025 Q2	$291K	Sell	6,457 -1,189	-16%	-$51.2K	0.05%	107
2025 Q1	$321K	Buy	7,646 +349	+5%	+$14.5K	0.06%	94
2024 Q4	$296K	Sell	7,297 -4	-0.1%	-$169	0.06%	95
2024 Q3	$323K	Buy	7,301 +447	+7%	+$19.4K	0.07%	92
2024 Q2	$307K	Buy	6,854 +117	+2%	+$5.03K	0.07%	91
2024 Q1	$299K	Buy	6,737 +659	+11%	+$26.9K	0.07%	87
2023 Q4	$249K	Buy	6,078 +319	+6%	+$12.2K	0.07%	100
2023 Q3	$225K	Buy	+5,759	New	+$224K	0.07%	89

Other funds holding DEM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Austin Wealth Management's DEM Position: Q3 2026 in Review

Austin Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 14% in Q3 2026, buying an estimated $29.5K and bringing the position to 4,381 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #115.

Austin Wealth Management first reported a position in DEM in Q3 2023 and has held it in 12 quarters since. The position peaked at $323K in Q3 2024. 293 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Austin Wealth Management held 4,381 shares of WisdomTree Emerging Markets High Dividend Fund worth $241K as of Q3 2026.
Austin Wealth Management bought 538 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $29.5K.
WisdomTree Emerging Markets High Dividend Fund made up 0.05% of Austin Wealth Management's portfolio in Q3 2026, its #115 holding.
Austin Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $323K in Q3 2024.
293 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.