Collaborative Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Collaborative 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 Q1	$1.75M	Buy	35,139 +9,694	+38%	+$481K	0.8%	25
2025 Q4	$1.19M	Buy	25,445 +11,103	+77%	+$514K	0.42%	52
2025 Q3	$660K	Buy	14,342 +3,662	+34%	+$169K	0.27%	74
2025 Q2	$484K	Buy	10,680 +4,036	+61%	+$174K	0.21%	94
2025 Q1	$280K	Buy	6,644 +50	+0.8%	+$2.08K	0.13%	130
2024 Q4	$267K	Buy	+6,594	New	+$279K	0.12%	142

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

Collaborative Wealth Management's DEM Position: Q1 2026 in Review

Collaborative Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 38% in Q1 2026, buying an estimated $481K and bringing the position to 35,139 shares worth $1.75M. The position accounts for 0.8% of the portfolio, ranked #25.

Collaborative Wealth Management first reported a position in DEM in Q4 2024 and has held it in 6 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Collaborative Wealth Management held 35,139 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.75M as of Q1 2026.
Collaborative Wealth Management bought 9,694 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $481K.
WisdomTree Emerging Markets High Dividend Fund made up 0.8% of Collaborative Wealth Management's portfolio in Q1 2026, its #25 holding.
Collaborative Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 6 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.