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Breachway Investments’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Breachway Investments’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 		– Sell
-4,430
Closed -$219K – 77
2026
Q1 		$219K Buy
4,430
+31
+0.7% +$1.54K 0.21% 90
2025
Q4 		$205K Buy
+4,399
New +$204K 0.22% 95

Other funds holding DEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Breachway Investments's DEM Position: Q2 2026 in Review

Breachway Investments sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 4,430 shares — an estimated $219K sold.

Breachway Investments first reported a position in DEM in Q4 2025 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 229 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Breachway Investments reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Breachway Investments sold 4,430 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $219K.
  • Breachway Investments first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and held it in 2 quarters.
  • Breachway Investments's WisdomTree Emerging Markets High Dividend Fund position peaked at $219K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Breachway Investments's 13F filing for Q2 2026, filed 13 Jul 2026.