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

Barnes Wealth Management Group’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	$711K	Sell	13,214 -382	-3%	-$20.4K	0.33%	77
2026 Q1	$676K	Sell	13,596 -159	-1%	-$7.88K	0.34%	79
2025 Q4	$642K	Sell	13,755 -332	-2%	-$15.4K	0.34%	73
2025 Q3	$648K	Buy	14,087 +147	+1%	+$6.79K	0.36%	73
2025 Q2	$631K	Buy	13,940 +348	+3%	+$15K	0.37%	67
2025 Q1	$572K	Buy	13,592 +1,250	+10%	+$52.1K	0.37%	66
2024 Q4	$500K	Buy	+12,342	New	+$522K	0.34%	70

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

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

Barnes Wealth Management Group reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.8% in Q2 2026, selling an estimated $20.4K and leaving 13,214 shares worth $711K. The position accounts for 0.33% of the portfolio, ranked #77.

Barnes Wealth Management Group first reported a position in DEM in Q4 2024 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Barnes Wealth Management Group held 13,214 shares of WisdomTree Emerging Markets High Dividend Fund worth $711K as of Q2 2026.
Barnes Wealth Management Group sold 382 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $20.4K.
WisdomTree Emerging Markets High Dividend Fund made up 0.33% of Barnes Wealth Management Group's portfolio in Q2 2026, its #77 holding.
Barnes Wealth Management Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.