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Beacon Pointe Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Beacon Pointe Advisors’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 		$3.38M Sell
62,843
-1,893
-3% -$101K 0.02% 606
2026
Q1 		$3.22M Sell
64,736
-33,232
-34% -$1.65M 0.02% 605
2025
Q4 		$4.58M Buy
97,968
+6,137
+7% +$284K 0.03% 407
2025
Q3 		$4.22M Buy
91,831
+76,515
+500% +$3.54M 0.04% 391
2025
Q2 		$694K Buy
15,316
+1,714
+13% +$73.8K 0.01% 791
2025
Q1 		$572K Sell
13,602
-388
-3% -$16.2K 0.01% 814
2024
Q4 		$566K Buy
13,990
+706
+5% +$29.8K 0.01% 795
2024
Q3 		$585K Buy
13,284
+24
+0.2% +$1.04K 0.01% 796
2024
Q2 		$574K Sell
13,260
-459
-3% -$19.7K 0.01% 827
2024
Q1 		$574K Sell
13,719
-1,028
-7% -$41.9K 0.01% 862
2023
Q4 		$600K Sell
14,747
-11,396
-44% -$436K 0.01% 838
2023
Q3 		$980K Buy
26,143
+7,602
+41% +$296K 0.01% 634
2023
Q2 		$709K Buy
18,541
+5,964
+47% +$229K 0.01% 619
2023
Q1 		$476K Sell
12,577
-501
-4% -$18.9K 0.01% 773
2022
Q4 		$466K Buy
13,078
+2,558
+24% +$88.7K 0.01% 710
2022
Q3 		$342K Sell
10,520
-915
-8% -$33.1K 0.01% 760
2022
Q2 		$425K Sell
11,435
-6,218
-35% -$253K 0.01% 701
2022
Q1 		$773K Buy
17,653
+7,161
+68% +$318K 0.01% 685
2021
Q4 		$454K Sell
10,492
-2,716
-21% -$118K 0.01% 598
2021
Q3 		$576K Buy
13,208
+1,528
+13% +$68.5K 0.01% 513
2021
Q2 		$534K Sell
11,680
-12,617
-52% -$578K 0.02% 466
2021
Q1 		$1.08M Buy
24,297
+917
+4% +$39.4K 0.07% 202
2020
Q4 		$961K Buy
23,380
+7,689
+49% +$295K 0.07% 199
2020
Q3 		$553K Sell
15,691
-945
-6% -$35.4K 0.05% 218
2020
Q2 		$603K Sell
16,636
-2,356
-12% -$83K 0.06% 210
2020
Q1 		$618K Buy
18,992
+5,904
+45% +$239K 0.1% 155
2019
Q4 		$600K Buy
13,088
+2,638
+25% +$115K 0.19% 110
2019
Q3 		$430K Buy
10,450
+650
+7% +$27.8K 0.19% 110
2019
Q2 		$438K Buy
9,800
+1,687
+21% +$73.8K 0.16% 125
2019
Q1 		$356K Buy
8,113
+525
+7% +$22.7K 0.13% 137
2018
Q4 		$307K Buy
+7,588
New +$311K 0.19% 121

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Beacon Pointe Advisors's DEM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.9% in Q2 2026, selling an estimated $101K and leaving 62,843 shares worth $3.38M. The position accounts for 0.02% of the portfolio, ranked #606.

Beacon Pointe Advisors first reported a position in DEM in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.58M in Q4 2025. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Beacon Pointe Advisors held 62,843 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.38M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,893 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $101K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Beacon Pointe Advisors's portfolio in Q2 2026, its #606 holding.
  • Beacon Pointe Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $4.58M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.