Coastwise Capital Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Coastwise Capital 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 Q2	$400K	Buy	7,441 +59	+0.8%	+$3.15K	0.23%	85
2026 Q1	$367K	Buy	7,382 +26	+0.4%	+$1.29K	0.2%	93
2025 Q4	$344K	Buy	7,356 +13	+0.2%	+$602	0.17%	106
2025 Q3	$338K	Buy	7,343 +37	+0.5%	+$1.71K	0.24%	90
2025 Q2	$331K	Buy	7,306 +21	+0.3%	+$904	0.26%	82
2025 Q1	$307K	Buy	7,285 +20	+0.3%	+$833	0.26%	90
2024 Q4	$294K	Buy	7,265 +15	+0.2%	+$634	0.24%	97
2024 Q3	$319K	Buy	7,250 +167	+2%	+$7.24K	0.26%	92
2024 Q2	$307K	Buy	7,083 +40	+0.6%	+$1.72K	0.29%	86
2024 Q1	$295K	Buy	7,043 +14	+0.2%	+$571	0.27%	87
2023 Q4	$286K	Sell	7,029 -294	-4%	-$11.3K	0.29%	86
2023 Q3	$274K	Sell	7,323 -222	-3%	-$8.63K	0.31%	88
2023 Q2	$289K	Sell	7,545 -1,588	-17%	-$61K	0.33%	84
2023 Q1	$346K	Buy	9,133 +13	+0.1%	+$490	0.4%	71
2022 Q4	$325K	Buy	9,120 +1,499	+20%	+$52K	0.39%	77
2022 Q3	$248K	Sell	7,621 -1,464	-16%	-$53K	0.39%	79
2022 Q2	$336K	Buy	9,085 +147	+2%	+$5.98K	0.41%	68
2022 Q1	$391K	Buy	+8,938	New	+$397K	0.49%	66

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

Coastwise Capital Group's DEM Position: Q2 2026 in Review

Coastwise Capital Group increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.8% in Q2 2026, buying an estimated $3.15K and bringing the position to 7,441 shares worth $400K. The position accounts for 0.23% of the portfolio, ranked #85.

Coastwise Capital Group first reported a position in DEM in Q1 2022 and has held it in 18 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Coastwise Capital Group held 7,441 shares of WisdomTree Emerging Markets High Dividend Fund worth $400K as of Q2 2026.
Coastwise Capital Group bought 59 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $3.15K.
WisdomTree Emerging Markets High Dividend Fund made up 0.23% of Coastwise Capital Group's portfolio in Q2 2026, its #85 holding.
Coastwise Capital Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and has held it in 18 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.