Clayton Financial Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Clayton Financial Group’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 Q1	$187K	Sell	3,770 -767	-17%	-$38K	0.1%	76
2025 Q4	$212K	Buy	4,537 +26	+0.6%	+$1.2K	0.11%	71
2025 Q3	$207K	Buy	+4,511	New	+$208K	0.15%	51
2025 Q2	–	Sell	-135,844	Closed	-$5.72M	–	46
2025 Q1	$5.72M	Buy	135,844 +2,922	+2%	+$122K	2.1%	13
2024 Q4	$5.38M	Buy	132,922 +3,555	+3%	+$150K	1.94%	14
2024 Q3	$5.69M	Buy	129,367 +26,041	+25%	+$1.13M	2.13%	13
2024 Q2	$4.32M	Buy	103,326 +5,839	+6%	+$251K	1.87%	13
2024 Q1	$4.08M	Buy	97,487 +9,458	+11%	+$386K	1.86%	13
2023 Q4	$3.58M	Buy	+88,029	New	+$3.37M	2.23%	14

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Clayton Financial Group's DEM Position: Q1 2026 in Review

Clayton Financial Group reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 17% in Q1 2026, selling an estimated $38K and leaving 3,770 shares worth $187K. The position accounts for 0.1% of the portfolio, ranked #76.

Clayton Financial Group first reported a position in DEM in Q4 2023 and has held it in 9 quarters since. The position peaked at $5.72M in Q1 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Clayton Financial Group held 3,770 shares of WisdomTree Emerging Markets High Dividend Fund worth $187K as of Q1 2026.
Clayton Financial Group sold 767 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $38K.
WisdomTree Emerging Markets High Dividend Fund made up 0.1% of Clayton Financial Group's portfolio in Q1 2026, its #76 holding.
Clayton Financial Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 9 quarters since.
Clayton Financial Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $5.72M in Q1 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Clayton Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.