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Beacon Investment Advisory Services’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Beacon Investment Advisory Services’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 		– Sell
-2,110
Closed -$105K – 817
2026
Q1 		$105K Buy
+2,110
New +$105K ﹤0.01% 325

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Creative Planning
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UBS Group
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KIM
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Ameriprise
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Envestnet Asset Management
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Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Beacon Investment Advisory Services's DEM Position: Q2 2026 in Review

Beacon Investment Advisory Services sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 2,110 shares — an estimated $105K sold.

Beacon Investment Advisory Services first reported a position in DEM in Q1 2026 and held it in 1 quarter. The position peaked at $105K in Q1 2026. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Beacon Investment Advisory Services reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Beacon Investment Advisory Services sold 2,110 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $105K.
  • Beacon Investment Advisory Services first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2026 and held it in 1 quarter.
  • Beacon Investment Advisory Services's WisdomTree Emerging Markets High Dividend Fund position peaked at $105K in Q1 2026.
  • 369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.