Avos Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Avos Capital 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	$1.04M	Sell	19,315 -3,306	-15%	-$177K	0.43%	14
2026 Q1	$1.12M	Sell	22,621 -124,883	-85%	-$6.19M	0.44%	18
2025 Q4	$6.89M	Buy	147,504 +550	+0.4%	+$25.5K	3.01%	10
2025 Q3	$6.76M	Buy	146,954 +29,330	+25%	+$1.36M	3.15%	10
2025 Q2	$5.33M	Buy	117,624 +27,218	+30%	+$1.17M	3.04%	10
2025 Q1	$3.8M	Buy	90,406 +1,377	+2%	+$57.4K	2.51%	9
2024 Q4	$3.67M	Buy	+89,029	New	+$3.76M	2.91%	9

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

Avos Capital Management's DEM Position: Q2 2026 in Review

Avos Capital Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 15% in Q2 2026, selling an estimated $177K and leaving 19,315 shares worth $1.04M. The position accounts for 0.43% of the portfolio, ranked #14.

Avos Capital Management first reported a position in DEM in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.89M in Q4 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Avos Capital Management held 19,315 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.04M as of Q2 2026.
Avos Capital Management sold 3,306 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $177K.
WisdomTree Emerging Markets High Dividend Fund made up 0.43% of Avos Capital Management's portfolio in Q2 2026, its #14 holding.
Avos Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Avos Capital Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $6.89M in Q4 2025.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Avos Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.