CFD
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Financial Designs's DEM Position: Q1 2026 in Review

Creative Financial Designs increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 8.6% in Q1 2026, buying an estimated $13.4K and bringing the position to 3,416 shares worth $170K. The position accounts for 0.01% of the portfolio, ranked #550.

Creative Financial Designs first reported a position in DEM in Q1 2019 and has held it in 29 quarters since. The position peaked at $184K in Q4 2020. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Creative Financial Designs held 3,416 shares of WisdomTree Emerging Markets High Dividend Fund worth $170K as of Q1 2026.
  • Creative Financial Designs bought 271 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $13.4K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #550 holding.
  • Creative Financial Designs first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2019 and has held it in 29 quarters since.
  • Creative Financial Designs's WisdomTree Emerging Markets High Dividend Fund position peaked at $184K in Q4 2020.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.