Axis Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Axis Wealth Partners’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	$2.95M	Sell	54,925 -3,100	-5%	-$166K	1.42%	18
2026 Q1	$2.88M	Buy	58,025 +1,384	+2%	+$68.6K	1.53%	16
2025 Q4	$2.65M	Buy	56,641 +472	+0.8%	+$21.8K	1.46%	16
2025 Q3	$2.58M	Buy	56,169 +3,933	+8%	+$182K	1.51%	18
2025 Q2	$2.37M	Buy	52,236 +1,206	+2%	+$51.9K	1.55%	19
2025 Q1	$2.15M	Buy	51,030 +5,646	+12%	+$235K	1.59%	19
2024 Q4	$1.84M	Buy	+45,384	New	+$1.92M	1.55%	19

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

Axis Wealth Partners's DEM Position: Q2 2026 in Review

Axis Wealth Partners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 5.3% in Q2 2026, selling an estimated $166K and leaving 54,925 shares worth $2.95M. The position accounts for 1.42% of the portfolio, ranked #18.

Axis Wealth Partners first reported a position in DEM in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Axis Wealth Partners held 54,925 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.95M as of Q2 2026.
Axis Wealth Partners sold 3,100 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $166K.
WisdomTree Emerging Markets High Dividend Fund made up 1.42% of Axis Wealth Partners's portfolio in Q2 2026, its #18 holding.
Axis Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.