Avidian Wealth Enterprises’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Avidian Wealth Enterprises’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	$961K	Buy	17,866 +449	+3%	+$24K	0.03%	327
2026 Q1	$865K	Buy	+17,417	New	+$864K	0.03%	312
2014 Q4	–	Sell	-22,128	Closed	-$1.06M	–	39
2014 Q3	$1.06M	Sell	22,128 -2,271	-9%	-$118K	0.41%	23
2014 Q2	$1.26M	Buy	+24,399	New	+$1.24M	0.47%	22

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

Avidian Wealth Enterprises's DEM Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.6% in Q2 2026, buying an estimated $24K and bringing the position to 17,866 shares worth $961K. The position accounts for 0.03% of the portfolio, ranked #327.

Avidian Wealth Enterprises first reported a position in DEM in Q2 2014 and has held it in 4 quarters since. The position peaked at $1.26M in Q2 2014. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Avidian Wealth Enterprises held 17,866 shares of WisdomTree Emerging Markets High Dividend Fund worth $961K as of Q2 2026.
Avidian Wealth Enterprises bought 449 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $24K.
WisdomTree Emerging Markets High Dividend Fund made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #327 holding.
Avidian Wealth Enterprises first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2014 and has held it in 4 quarters since.
Avidian Wealth Enterprises's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.26M in Q2 2014.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.