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

Concurrent Investment 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 		$452K Buy
8,394
+138
+2% +$7.37K ﹤0.01% 1458
2026
Q1 		$410K Buy
+8,256
New +$409K ﹤0.01% 1312

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Concurrent Investment Advisors's DEM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.7% in Q2 2026, buying an estimated $7.37K and bringing the position to 8,394 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Concurrent Investment Advisors first reported a position in DEM in Q1 2026 and has held it in 2 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Concurrent Investment Advisors held 8,394 shares of WisdomTree Emerging Markets High Dividend Fund worth $452K as of Q2 2026.
  • Concurrent Investment Advisors bought 138 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $7.37K.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1458 holding.
  • Concurrent Investment Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.