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Berger Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Berger Financial 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 		$592K Sell
11,005
-554
-5% -$29.6K 0.03% 280
2026
Q1 		$574K Buy
11,559
+218
+2% +$10.8K 0.03% 274
2025
Q4 		$530K Sell
11,341
-669
-6% -$31K 0.03% 283
2025
Q3 		$552K Buy
12,010
+1,145
+11% +$52.9K 0.03% 273
2025
Q2 		$492K Buy
10,865
+682
+7% +$29.4K 0.03% 266
2025
Q1 		$429K Sell
10,183
-284
-3% -$11.8K 0.03% 278
2024
Q4 		$424K Buy
10,467
+1,460
+16% +$61.7K 0.03% 278
2024
Q3 		$396K Buy
9,007
+2,089
+30% +$90.6K 0.03% 266
2024
Q2 		$300K Buy
+6,918
New +$297K 0.02% 284
2021
Q2 		– Sell
-5,186
Closed -$230K – 204
2021
Q1 		$230K Buy
5,186
+11
+0.2% +$473 0.05% 176
2020
Q4 		$213K Buy
+5,175
New +$198K 0.04% 195

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

Berger Financial Group's DEM Position: Q2 2026 in Review

Berger Financial Group reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.8% in Q2 2026, selling an estimated $29.6K and leaving 11,005 shares worth $592K. The position accounts for 0.03% of the portfolio, ranked #280.

Berger Financial Group first reported a position in DEM in Q4 2020 and has held it in 11 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Berger Financial Group held 11,005 shares of WisdomTree Emerging Markets High Dividend Fund worth $592K as of Q2 2026.
  • Berger Financial Group sold 554 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $29.6K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.03% of Berger Financial Group's portfolio in Q2 2026, its #280 holding.
  • Berger Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2020 and has held it in 11 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.