Avantax Advisory Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Avantax Advisory Services’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	$7.54M	Sell	166,507 -10,553	-6%	-$454K	0.04%	335
2025 Q1	$7.45M	Buy	177,060 +9,715	+6%	+$405K	0.05%	313
2024 Q4	$6.78M	Sell	167,345 -1,354	-0.8%	-$57.2K	0.04%	315
2024 Q3	$7.42M	Sell	168,699 -7,810	-4%	-$339K	0.05%	296
2024 Q2	$7.64M	Sell	176,509 -102,190	-37%	-$4.39M	0.05%	266
2024 Q1	$11.7M	Sell	278,699 -152,896	-35%	-$6.24M	0.1%	151
2023 Q4	$17.6M	Sell	431,595 -27,153	-6%	-$1.04M	0.17%	97
2023 Q3	$17.2M	Sell	458,748 -943,291	-67%	-$36.7M	0.19%	86
2023 Q2	$53.7M	Sell	1,402,039 -21,147	-1%	-$813K	0.61%	20
2023 Q1	$53.9M	Sell	1,423,186 -38,206	-3%	-$1.44M	0.66%	20
2022 Q4	$52.1M	Sell	1,461,392 -738,860	-34%	-$25.6M	0.69%	20
2022 Q3	$71.6M	Buy	2,200,252 +66,514	+3%	+$2.41M	1.1%	14
2022 Q2	$79M	Sell	2,133,738 -5,778	-0.3%	-$235K	1.19%	14
2022 Q1	$93.5M	Sell	2,139,516 -4,306	-0.2%	-$191K	1.29%	15
2021 Q4	$92.9M	Buy	2,143,822 +75,799	+4%	+$3.3M	1.4%	13
2021 Q3	$90.2M	Buy	2,068,023 +16,158	+0.8%	+$725K	1.5%	11
2021 Q2	$93.7M	Buy	2,051,865 +26,423	+1%	+$1.21M	1.7%	10
2021 Q1	$89.8M	Buy	2,025,442 +134,399	+7%	+$5.78M	1.93%	8
2020 Q4	$77.7M	Sell	1,891,043 -355,003	-16%	-$13.6M	1.85%	10
2020 Q3	$79.1M	Buy	2,246,046 +375,405	+20%	+$14.1M	1.27%	13
2020 Q2	$67.5M	Sell	1,870,641 -72,376	-4%	-$2.55M	1.95%	9
2020 Q1	$62.6M	Buy	1,943,017 +39,237	+2%	+$1.59M	1.87%	13
2019 Q4	$87.1M	Buy	1,903,780 +84,977	+5%	+$3.69M	2.02%	13
2019 Q3	$75.1M	Buy	1,818,803 +128,357	+8%	+$5.49M	3.04%	10
2019 Q2	$75.5M	Buy	1,690,446 +87,368	+5%	+$3.82M	3.33%	9
2019 Q1	$70.3M	Buy	1,603,078 +1,367,967	+582%	+$59.1M	3.74%	8
2018 Q4	$9.13M	Buy	+235,111	New	+$9.64M	1.53%	9

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avantax Advisory Services's DEM Position: Q2 2025 in Review

Avantax Advisory Services reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 6% in Q2 2025, selling an estimated $454K and leaving 166,507 shares worth $7.54M. The position accounts for 0.04% of the portfolio, ranked #335.

Avantax Advisory Services first reported a position in DEM in Q4 2018 and has held it in 27 quarters since. The position peaked at $93.7M in Q2 2021. 324 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

Avantax Advisory Services held 166,507 shares of WisdomTree Emerging Markets High Dividend Fund worth $7.54M as of Q2 2025.
Avantax Advisory Services sold 10,553 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $454K.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #335 holding.
Avantax Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $93.7M in Q2 2021.
324 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.