Custom Index Systems’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Custom Index Systems’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	$1.75M	Buy	32,581 +1,507	+5%	+$80.5K	0.63%	31
2026 Q1	$1.54M	Buy	31,074 +7,752	+33%	+$384K	0.67%	33
2025 Q4	$1.09M	Sell	23,322 -127,615	-85%	-$5.91M	0.48%	56
2025 Q3	$6.94M	Buy	150,937 +55,115	+58%	+$2.55M	2.06%	6
2025 Q2	$4.34M	Buy	95,822 +23,841	+33%	+$1.03M	2.07%	7
2025 Q1	$3.03M	Buy	71,981 +12,639	+21%	+$527K	1.54%	7
2024 Q4	$2.4M	Buy	59,342 +447	+0.8%	+$18.9K	1.29%	11
2024 Q3	$2.59M	Buy	58,895 +291	+0.5%	+$12.6K	1.4%	9
2024 Q2	$2.54M	Sell	58,604 -898	-2%	-$38.6K	1.46%	14
2024 Q1	$2.49M	Sell	59,502 -666	-1%	-$27.2K	1.42%	12
2023 Q4	$2.45M	Buy	+60,168	New	+$2.3M	1.51%	10

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

Custom Index Systems's DEM Position: Q2 2026 in Review

Custom Index Systems increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.8% in Q2 2026, buying an estimated $80.5K and bringing the position to 32,581 shares worth $1.75M. The position accounts for 0.63% of the portfolio, ranked #31.

Custom Index Systems first reported a position in DEM in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.94M in Q3 2025. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Custom Index Systems held 32,581 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.75M as of Q2 2026.
Custom Index Systems bought 1,507 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $80.5K.
WisdomTree Emerging Markets High Dividend Fund made up 0.63% of Custom Index Systems's portfolio in Q2 2026, its #31 holding.
Custom Index Systems first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Custom Index Systems's WisdomTree Emerging Markets High Dividend Fund position peaked at $6.94M in Q3 2025.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.