Belpointe Asset Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Belpointe Asset 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	$330K	Buy	6,140 +626	+11%	+$33.4K	0.01%	868
2026 Q1	$274K	Buy	+5,514	New	+$273K	0.01%	896
2025 Q4	–	Sell	-4,606	Closed	-$212K	–	1042
2025 Q3	$212K	Hold	4,606	–	–	0.01%	916
2025 Q2	$209K	Buy	+4,606	New	+$198K	0.01%	868
2023 Q2	–	Sell	-4,376	Closed	-$166K	–	1222
2023 Q1	$166K	Buy	4,376 +986	+29%	+$37.2K	0.01%	1027
2022 Q4	$121K	Buy	+3,390	New	+$118K	0.01%	1137
2021 Q4	–	Sell	-2,275	Closed	-$100K	–	1213
2021 Q3	$100K	Sell	2,275 -347	-13%	-$15.6K	0.01%	1158
2021 Q2	$120K	Buy	2,622 +177	+7%	+$8.11K	0.01%	1053
2021 Q1	$108K	Sell	2,445 -129	-5%	-$5.55K	0.01%	971
2020 Q4	$106K	Buy	+2,574	New	+$98.6K	0.01%	929
2020 Q1	–	Sell	-2,543	Closed	-$116K	–	659
2019 Q4	$116K	Buy	2,543 +25	+1%	+$1.09K	0.01%	725
2019 Q3	$104K	Sell	2,518 -6	-0.2%	-$257	0.02%	662
2019 Q2	$113K	Buy	+2,524	New	+$110K	0.02%	563
2019 Q1	–	Sell	-3,335	Closed	-$134K	–	464
2018 Q4	$134K	Sell	3,335 -1,247	-27%	-$51.1K	0.03%	420
2018 Q3	$200K	Buy	+4,582	New	+$199K	0.03%	448

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

Belpointe Asset Management's DEM Position: Q2 2026 in Review

Belpointe Asset Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 11% in Q2 2026, buying an estimated $33.4K and bringing the position to 6,140 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #868.

Belpointe Asset Management first reported a position in DEM in Q3 2018 and has held it in 15 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Belpointe Asset Management held 6,140 shares of WisdomTree Emerging Markets High Dividend Fund worth $330K as of Q2 2026.
Belpointe Asset Management bought 626 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $33.4K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #868 holding.
Belpointe Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2018 and has held it in 15 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.