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 Q3	$824K	Sell	14,901 -2,965	-17%	-$163K	0.02%	363
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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Old Port Advisors Portland, Maine $500M AUM 40.17% 1-Year Est. Return

Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return

Avidian Wealth Enterprises's DEM Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 17% in Q3 2026, selling an estimated $163K and leaving 14,901 shares worth $824K. The position accounts for 0.02% of the portfolio, ranked #363.

Avidian Wealth Enterprises first reported a position in DEM in Q2 2014 and has held it in 5 quarters since. The position peaked at $1.26M in Q2 2014. 95 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Avidian Wealth Enterprises held 14,901 shares of WisdomTree Emerging Markets High Dividend Fund worth $824K as of Q3 2026.
Avidian Wealth Enterprises sold 2,965 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $163K.
WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #363 holding.
Avidian Wealth Enterprises first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2014 and has held it in 5 quarters since.
Avidian Wealth Enterprises's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.26M in Q2 2014.
95 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.