Creative Financial Designs’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Creative Financial Designs’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	$180K	Sell	3,344 -72	-2%	-$3.85K	0.01%	625
2026 Q1	$170K	Buy	3,416 +271	+9%	+$13.4K	0.01%	550
2025 Q4	$147K	Sell	3,145 -236	-7%	-$10.9K	0.01%	557
2025 Q3	$155K	Buy	3,381 +384	+13%	+$17.7K	0.01%	531
2025 Q2	$136K	Sell	2,997 -30	-1%	-$1.29K	0.01%	593
2025 Q1	$127K	Sell	3,027 -663	-18%	-$27.6K	0.01%	550
2024 Q4	$149K	Buy	3,690 +231	+7%	+$9.76K	0.01%	512
2024 Q3	$152K	Buy	3,459 +104	+3%	+$4.51K	0.01%	513
2024 Q2	$145K	Buy	3,355 +27	+0.8%	+$1.16K	0.01%	502
2024 Q1	$139K	Buy	3,328 +721	+28%	+$29.4K	0.01%	498
2023 Q4	$106K	Sell	2,607 -79	-3%	-$3.02K	0.01%	528
2023 Q3	$101K	Buy	2,686 +12	+0.4%	+$467	0.01%	486
2023 Q2	$102K	Buy	2,674 +856	+47%	+$32.9K	0.01%	484
2023 Q1	$68.8K	Sell	1,818 -8	-0.4%	-$302	0.01%	525
2022 Q4	$65.1K	Sell	1,826 -43	-2%	-$1.49K	0.01%	523
2022 Q3	$61K	Sell	1,869 -2	-0.1%	-$72	0.01%	511
2022 Q2	$69K	Buy	1,871 +22	+1%	+$896	0.01%	493
2022 Q1	$81K	Buy	1,849 +317	+21%	+$14.1K	0.01%	461
2021 Q4	$66K	Sell	1,532 -28	-2%	-$1.22K	0.01%	517
2021 Q3	$68K	Sell	1,560 -956	-38%	-$42.9K	0.01%	535
2021 Q2	$115K	Buy	2,516 +416	+20%	+$19.1K	0.02%	415
2021 Q1	$93K	Sell	2,100 -2,364	-53%	-$102K	0.02%	429
2020 Q4	$184K	Buy	4,464 +3,000	+205%	+$115K	0.04%	267
2020 Q3	$52K	Sell	1,464 -587	-29%	-$22K	0.01%	455
2020 Q2	$74K	Buy	2,051 +1,526	+291%	+$53.8K	0.02%	347
2020 Q1	$17K	Hold	525	–	–	0.01%	306
2019 Q4	$24K	Hold	525	–	–	0.01%	310
2019 Q3	$21K	Hold	525	–	–	0.01%	323
2019 Q2	$23K	Hold	525	–	–	0.01%	306
2019 Q1	$23K	Buy	+525	New	+$22.7K	0.01%	296

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 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Financial Designs's DEM Position: Q2 2026 in Review

Creative Financial Designs reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.1% in Q2 2026, selling an estimated $3.85K and leaving 3,344 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #625.

Creative Financial Designs first reported a position in DEM in Q1 2019 and has held it in 30 quarters since. The position peaked at $184K in Q4 2020. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Creative Financial Designs held 3,344 shares of WisdomTree Emerging Markets High Dividend Fund worth $180K as of Q2 2026.
Creative Financial Designs sold 72 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $3.85K.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #625 holding.
Creative Financial Designs first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and has held it in 30 quarters since.
Creative Financial Designs's WisdomTree Emerging Markets High Dividend Fund position peaked at $184K in Q4 2020.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.