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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Custom Index Systems's DEM Position: Q1 2026 in Review

Custom Index Systems increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 33% in Q1 2026, buying an estimated $384K and bringing the position to 31,074 shares worth $1.54M. The position accounts for 0.67% of the portfolio, ranked #33.

Custom Index Systems first reported a position in DEM in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.94M in Q3 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Custom Index Systems held 31,074 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.54M as of Q1 2026.
Custom Index Systems bought 7,752 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $384K.
WisdomTree Emerging Markets High Dividend Fund made up 0.67% of Custom Index Systems's portfolio in Q1 2026, its #33 holding.
Custom Index Systems first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2023 and has held it in 10 quarters since.
Custom Index Systems's WisdomTree Emerging Markets High Dividend Fund position peaked at $6.94M in Q3 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.