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

Congress 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
2025 Q2	$1.2M	Sell	26,584 -201	-0.8%	-$8.65K	0.01%	666
2025 Q1	$1.13M	Buy	26,785 +11,960	+81%	+$498K	0.01%	607
2024 Q4	$600K	Buy	14,825 +2	+0%	+$85	0.01%	598
2024 Q3	$652K	Buy	+14,823	New	+$643K	0.01%	589

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Congress Wealth Management's DEM Position: Q2 2025 in Review

Congress Wealth Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.75% in Q2 2025, selling an estimated $8.65K and leaving 26,584 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #666.

Congress Wealth Management first reported a position in DEM in Q3 2024 and has held it in 4 quarters since. 325 funds tracked by Wall St. Rank hold DEM as of Q2 2025.

Congress Wealth Management held 26,584 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.2M as of Q2 2025.
Congress Wealth Management sold 201 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2025, an estimated $8.65K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #666 holding.
Congress Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and has held it in 4 quarters since.
325 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.