Calton & Associates’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Calton & Associates’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	$241K	Buy	4,472 +229	+5%	+$12.2K	0.04%	366
2026 Q1	$211K	Sell	4,243 -2,249	-35%	-$112K	0.03%	414
2025 Q4	$303K	Buy	+6,492	New	+$301K	0.04%	322
2025 Q3	–	Sell	-7,536	Closed	-$341K	–	435
2025 Q2	$341K	Buy	7,536 +1,267	+20%	+$54.5K	0.06%	264
2025 Q1	$264K	Buy	+6,269	New	+$261K	0.06%	260
2024 Q4	–	Sell	-7,019	Closed	-$309K	–	213
2024 Q3	$309K	Buy	+7,019	New	+$304K	0.12%	164
2023 Q4	–	Sell	-8,326	Closed	-$312K	–	249
2023 Q3	$312K	Buy	+8,326	New	+$324K	0.46%	57
2018 Q1	–	Sell	-1,489	Closed	-$73K	–	537
2017 Q4	$73K	Buy	+1,489	New	+$65.1K	0.02%	561

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 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Calton & Associates's DEM Position: Q2 2026 in Review

Calton & Associates increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 5.4% in Q2 2026, buying an estimated $12.2K and bringing the position to 4,472 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #366.

Calton & Associates first reported a position in DEM in Q4 2017 and has held it in 8 quarters since. The position peaked at $341K in Q2 2025. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Calton & Associates held 4,472 shares of WisdomTree Emerging Markets High Dividend Fund worth $241K as of Q2 2026.
Calton & Associates bought 229 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $12.2K.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #366 holding.
Calton & Associates first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and has held it in 8 quarters since.
Calton & Associates's WisdomTree Emerging Markets High Dividend Fund position peaked at $341K in Q2 2025.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.