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 Q2	$2.17M	Buy	40,420 +5,281	+15%	+$282K	0.91%	23
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 $1.89T 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

Collaborative Wealth Management's DEM Position: Q2 2026 in Review

Collaborative Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 15% in Q2 2026, buying an estimated $282K and bringing the position to 40,420 shares worth $2.17M. The position accounts for 0.91% of the portfolio, ranked #23.

Collaborative Wealth Management first reported a position in DEM in Q4 2024 and has held it in 7 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Collaborative Wealth Management held 40,420 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.17M as of Q2 2026.
Collaborative Wealth Management bought 5,281 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $282K.
WisdomTree Emerging Markets High Dividend Fund made up 0.91% of Collaborative Wealth Management's portfolio in Q2 2026, its #23 holding.
Collaborative Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2024 and has held it in 7 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.