Clearstead Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Clearstead Advisors’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	$17.5K	Buy	325 +125	+63%	+$6.68K	﹤0.01%	1830
2026 Q1	$9.94K	Hold	200	–	–	﹤0.01%	1596
2025 Q4	$9.34K	Buy	+200	New	+$9.26K	﹤0.01%	1897
2025 Q1	–	Sell	-1,054	Closed	-$42.7K	–	2228
2024 Q4	$42.7K	Hold	1,054	–	–	﹤0.01%	1203
2024 Q3	$46.4K	Sell	1,054 -2,164	-67%	-$93.8K	﹤0.01%	1223
2024 Q2	$139K	Sell	3,218 -2,826	-47%	-$121K	﹤0.01%	924
2024 Q1	$266K	Sell	6,044 -4,268	-41%	-$174K	0.01%	421
2023 Q4	$419K	Sell	10,312 -1,902	-16%	-$72.8K	0.02%	340
2023 Q3	$458K	Sell	12,214 -782	-6%	-$30.4K	0.03%	300
2023 Q2	$497K	Hold	12,996	–	–	0.03%	292
2023 Q1	$492K	Sell	12,996 -576	-4%	-$21.7K	0.04%	266
2022 Q4	$484K	Hold	13,572	–	–	0.04%	259
2022 Q3	$441K	Hold	13,572	–	–	0.04%	242
2022 Q2	$503K	Hold	13,572	–	–	0.04%	246
2022 Q1	$594K	Sell	13,572 -98	-0.7%	-$4.36K	0.04%	245
2021 Q4	$592K	Buy	+13,670	New	+$595K	0.04%	234

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 22.96% 1-Year Est. Return

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

Clearstead Advisors's DEM Position: Q2 2026 in Review

Clearstead Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 63% in Q2 2026, buying an estimated $6.68K and bringing the position to 325 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Clearstead Advisors first reported a position in DEM in Q4 2021 and has held it in 16 quarters since. The position peaked at $594K in Q1 2022. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Clearstead Advisors held 325 shares of WisdomTree Emerging Markets High Dividend Fund worth $17.5K as of Q2 2026.
Clearstead Advisors bought 125 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $6.68K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1830 holding.
Clearstead Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and has held it in 16 quarters since.
Clearstead Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $594K in Q1 2022.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.