Brandywine Oak Private Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Brandywine Oak Private Wealth’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	$854K	Hold	15,883	–	–	0.06%	123
2026 Q1	$789K	Sell	15,883 -1,023	-6%	-$50.7K	0.07%	124
2025 Q4	$790K	Sell	16,906 -110	-0.6%	-$5.09K	0.07%	122
2025 Q3	$783K	Hold	17,016	–	–	0.07%	119
2025 Q2	$771K	Sell	17,016 -272	-2%	-$11.7K	0.07%	120
2025 Q1	$727K	Sell	17,288 -359	-2%	-$15K	0.07%	123
2024 Q4	$715K	Hold	17,647	–	–	0.07%	124
2024 Q3	$777K	Hold	17,647	–	–	0.08%	117
2024 Q2	$764K	Sell	17,647 -55	-0.3%	-$2.36K	0.08%	113
2024 Q1	$741K	Sell	17,702 -256	-1%	-$10.4K	0.08%	117
2023 Q4	$731K	Sell	17,958 -2,390	-12%	-$91.5K	0.08%	115
2023 Q3	$763K	Sell	20,348 -484	-2%	-$18.8K	0.09%	114
2023 Q2	$797K	Sell	20,832 -1,383	-6%	-$53.2K	0.09%	114
2023 Q1	$841K	Sell	22,215 -704	-3%	-$26.6K	0.1%	106
2022 Q4	$817K	Sell	22,919 -10,050	-30%	-$349K	0.1%	109
2022 Q3	$1.07M	Sell	32,969 -8,646	-21%	-$313K	0.15%	91
2022 Q2	$1.54M	Buy	41,615 +46	+0.1%	+$1.87K	0.2%	78
2022 Q1	$1.82M	Buy	41,569 +4,098	+11%	+$182K	0.21%	81
2021 Q4	$1.64M	Buy	37,471 +78	+0.2%	+$3.4K	0.18%	86
2021 Q3	$1.63M	Sell	37,393 -2,032	-5%	-$91.1K	0.19%	83
2021 Q2	$1.8M	Buy	39,425 +1,387	+4%	+$63.5K	0.21%	76
2021 Q1	$1.69M	Buy	38,038 +2,056	+6%	+$88.4K	0.25%	63
2020 Q4	$1.48M	Buy	35,982 +295	+0.8%	+$11.3K	0.23%	69
2020 Q3	$1.26M	Hold	35,687	–	–	0.21%	72
2020 Q2	$1.29M	Sell	35,687 -19,902	-36%	-$701K	0.23%	71
2020 Q1	$1.12M	Buy	55,589 +26,177	+89%	+$1.06M	0.23%	69
2019 Q4	$1.35M	Buy	29,412 +2,893	+11%	+$126K	0.24%	62
2019 Q3	$1.09M	Buy	26,519 +9,107	+52%	+$390K	0.21%	67
2019 Q2	$777K	Buy	17,412 +2,865	+20%	+$125K	0.16%	80
2019 Q1	$637K	Buy	14,547 +589	+4%	+$25.4K	0.13%	85
2018 Q4	$560K	Buy	+13,958	New	+$572K	0.13%	89

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

Brandywine Oak Private Wealth's DEM Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 15,883 shares worth $854K. The position accounts for 0.06% of the portfolio, ranked #123.

Brandywine Oak Private Wealth first reported a position in DEM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.82M in Q1 2022. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Brandywine Oak Private Wealth held 15,883 shares of WisdomTree Emerging Markets High Dividend Fund worth $854K as of Q2 2026.
Brandywine Oak Private Wealth left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.06% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #123 holding.
Brandywine Oak Private Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and has held it in 31 quarters since.
Brandywine Oak Private Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.82M in Q1 2022.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.