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 Q3	$340K	Hold	6,140	–	–	0.01%	870
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 $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Belpointe Asset Management's DEM Position: Q3 2026 in Review

Belpointe Asset Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q3 2026 at 6,140 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #870.

Belpointe Asset Management first reported a position in DEM in Q3 2018 and has held it in 16 quarters since. 333 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Belpointe Asset Management held 6,140 shares of WisdomTree Emerging Markets High Dividend Fund worth $340K as of Q3 2026.
Belpointe Asset Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Belpointe Asset Management's portfolio in Q3 2026, its #870 holding.
Belpointe Asset Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2018 and has held it in 16 quarters since.
333 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.