CVA Family Office’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

CVA Family Office’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	–	Sell	-48	Closed	-$2.38K	–	1830
2026 Q1	$2.38K	Buy	+48	New	+$2.38K	﹤0.01%	1478
2023 Q3	–	Sell	-600	Closed	-$23K	–	404
2023 Q2	$23K	Hold	600	–	–	﹤0.01%	591
2023 Q1	$22.7K	Hold	600	–	–	0.01%	573
2022 Q4	$21.4K	Sell	600 -230	-28%	-$7.98K	0.01%	550
2022 Q3	$27K	Hold	830	–	–	0.01%	476
2022 Q2	$31K	Hold	830	–	–	0.01%	454
2022 Q1	$36K	Hold	830	–	–	0.01%	456
2021 Q4	$36K	Sell	830 -2,800	-77%	-$122K	0.01%	418
2021 Q3	$128K	Buy	3,630 +2,800	+337%	+$126K	0.09%	106
2021 Q2	$38K	Hold	830	–	–	0.01%	397
2021 Q1	$37K	Hold	830	–	–	0.01%	308
2020 Q4	$34K	Sell	830 -2,800	-77%	-$107K	0.02%	226
2020 Q3	$128K	Hold	3,630	–	–	0.09%	106
2020 Q2	$131K	Sell	3,630 -1,900	-34%	-$66.9K	0.11%	100
2020 Q1	$178K	Sell	5,530 -3,400	-38%	-$138K	0.18%	77
2019 Q4	$409K	Buy	+8,930	New	+$388K	0.38%	48

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

CVA Family Office's DEM Position: Q2 2026 in Review

CVA Family Office sold out of WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026, closing a stake of 48 shares — an estimated $2.38K sold.

CVA Family Office first reported a position in DEM in Q4 2019 and held it in 16 quarters. The position peaked at $409K in Q4 2019. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

CVA Family Office reported no remaining WisdomTree Emerging Markets High Dividend Fund position as of Q2 2026 after selling out during the quarter.
CVA Family Office sold 48 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $2.38K.
CVA Family Office first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and held it in 16 quarters.
CVA Family Office's WisdomTree Emerging Markets High Dividend Fund position peaked at $409K in Q4 2019.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.