Cornerstone Wealth Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Cornerstone Wealth 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	$6.52M	Sell	121,284 -968	-0.8%	-$51.7K	0.39%	75
2026 Q1	$6.37M	Sell	122,252 -48,956	-29%	-$2.43M	0.41%	71
2025 Q4	$8M	Sell	171,208 -1,839	-1%	-$85.1K	0.55%	50
2025 Q3	$7.96M	Buy	173,047 +2,589	+2%	+$120K	0.54%	49
2025 Q2	$7.72M	Sell	170,458 -6,393	-4%	-$275K	0.58%	48
2025 Q1	$7.44M	Sell	176,851 -3,802	-2%	-$158K	0.62%	49
2024 Q4	$7.31M	Sell	180,653 -8,497	-4%	-$359K	0.6%	38
2024 Q3	$8.32M	Sell	189,150 -815	-0.4%	-$35.3K	0.69%	35
2024 Q2	$8.23M	Buy	189,965 +4,567	+2%	+$196K	0.73%	33
2024 Q1	$7.76M	Buy	+185,398	New	+$7.56M	0.71%	40

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

Cornerstone Wealth Group's DEM Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.79% in Q2 2026, selling an estimated $51.7K and leaving 121,284 shares worth $6.52M. The position accounts for 0.39% of the portfolio, ranked #75.

Cornerstone Wealth Group first reported a position in DEM in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.32M in Q3 2024. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Cornerstone Wealth Group held 121,284 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.52M as of Q2 2026.
Cornerstone Wealth Group sold 968 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $51.7K.
WisdomTree Emerging Markets High Dividend Fund made up 0.39% of Cornerstone Wealth Group's portfolio in Q2 2026, its #75 holding.
Cornerstone Wealth Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2024 and has held it in 10 quarters since.
Cornerstone Wealth Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $8.32M in Q3 2024.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.