Cassaday & Co Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cassaday & Co Wealth 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	$156K	Hold	2,822	–	–	﹤0.01%	400
2026 Q2	$152K	Hold	2,822	–	–	﹤0.01%	399
2026 Q1	$140K	Buy	+2,822	New	+$140K	﹤0.01%	389

Other funds holding DEM

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Cassaday & Co Wealth Management's DEM Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q3 2026 at 2,822 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Cassaday & Co Wealth Management first reported a position in DEM in Q1 2026 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Cassaday & Co Wealth Management held 2,822 shares of WisdomTree Emerging Markets High Dividend Fund worth $156K as of Q3 2026.
Cassaday & Co Wealth 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 Cassaday & Co Wealth Management's portfolio in Q3 2026, its #400 holding.
Cassaday & Co Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2026 and has held it in 3 quarters since.
207 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.