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Barnes Dennig Private Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Barnes Dennig Private Wealth 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 		$3.23K Hold
60
– – ﹤0.01% 277
2026
Q1 		$2.98K Hold
60
– – ﹤0.01% 278
2025
Q4 		$2.8K Hold
60
– – ﹤0.01% 283
2025
Q3 		$2.76K Hold
60
– – ﹤0.01% 274
2025
Q2 		$2.72K Hold
60
– – ﹤0.01% 267
2025
Q1 		$2.52K Buy
+60
New +$2.5K ﹤0.01% 200

Other funds holding DEM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Barnes Dennig Private Wealth Management's DEM Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 60 shares worth $3.23K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

Barnes Dennig Private Wealth Management first reported a position in DEM in Q1 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 60 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.23K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #277 holding.
  • Barnes Dennig Private Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2025 and has held it in 6 quarters since.
  • 60 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.