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 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

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

Austin Wealth Management's DEM Position: Q2 2026 in Review

Austin Wealth Management opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 3,843 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: Austin Wealth Management previously reported a position in DEM as recently as Q4 2025.

Austin Wealth Management first reported a position in DEM in Q3 2023 and has held it in 11 quarters since. The position peaked at $323K in Q3 2024. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Austin Wealth Management held 3,843 shares of WisdomTree Emerging Markets High Dividend Fund worth $203K as of Q2 2026.
WisdomTree Emerging Markets High Dividend Fund was a new Austin Wealth Management position in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Austin Wealth Management's portfolio in Q2 2026, its #123 holding.
Austin Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2023 and has held it in 11 quarters since.
Austin Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $323K in Q3 2024.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.