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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
Q2 		$152K Hold
2,822
– – ﹤0.01% 399
2026
Q1 		$140K Buy
+2,822
New +$140K ﹤0.01% 389

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

Cassaday & Co Wealth Management's DEM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 2,822 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Cassaday & Co Wealth Management first reported a position in DEM in Q1 2026 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,822 shares of WisdomTree Emerging Markets High Dividend Fund worth $152K as of Q2 2026.
  • Cassaday & Co Wealth Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #399 holding.
  • Cassaday & Co Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.