CX Institutional’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

CX Institutional’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	$1.93M	Buy	35,940 +750	+2%	+$40.1K	0.06%	255
2026 Q1	$1.75M	Sell	35,190 -2,085	-6%	-$103K	0.05%	270
2025 Q4	$1.74M	Buy	37,275 +1,832	+5%	+$84.8K	0.05%	222
2025 Q3	$1.63M	Buy	35,443 +2,206	+7%	+$102K	0.05%	234
2025 Q2	$1.5M	Buy	33,237 +431	+1%	+$18.5K	0.05%	217
2025 Q1	$1.38M	Sell	32,806 -2,117	-6%	-$88.2K	0.05%	237
2024 Q4	$1.41M	Buy	34,923 +6,110	+21%	+$258K	0.06%	212
2024 Q3	$1.27M	Buy	28,813 +846	+3%	+$36.7K	0.06%	251
2024 Q2	$1.21M	Sell	27,967 -1,270	-4%	-$54.6K	0.06%	251
2024 Q1	$1.22M	Sell	29,237 -6,369	-18%	-$260K	0.06%	250
2023 Q4	$1.45M	Sell	35,606 -129,729	-78%	-$4.97M	0.08%	214
2023 Q3	$6.2M	Sell	165,335 -22,559	-12%	-$877K	0.34%	76
2023 Q2	$7.19M	Sell	187,894 -8,863	-5%	-$341K	0.37%	73
2023 Q1	$7.5M	Buy	196,757 +159,295	+425%	+$6.01M	0.4%	67
2022 Q4	$1.34M	Sell	37,462 -162,482	-81%	-$5.64M	0.08%	239
2022 Q3	$6.5M	Buy	199,944 +73,235	+58%	+$2.65M	0.45%	57
2022 Q2	$4.69M	Buy	126,709 +2,194	+2%	+$89.3K	0.35%	69
2022 Q1	$5.45M	Buy	124,515 +43,193	+53%	+$1.92M	0.44%	55
2021 Q4	$3.52M	Buy	81,322 +3,009	+4%	+$131K	0.28%	110
2021 Q3	$3.42M	Sell	78,313 -22,755	-23%	-$1.02M	0.28%	93
2021 Q2	$4.62M	Sell	101,068 -1,851	-2%	-$84.8K	0.38%	76
2021 Q1	$4.57M	Sell	102,919 -31,478	-23%	-$1.35M	0.41%	73
2020 Q4	$5.53M	Sell	134,397 -13,235	-9%	-$507K	0.53%	49
2020 Q3	$5.2M	Buy	147,632 +145,554	+7,005%	+$5.45M	0.56%	50
2020 Q2	$75K	Buy	2,078 +3	+0.1%	+$106	0.01%	311
2020 Q1	$67K	Sell	2,075 -120,836	-98%	-$4.9M	0.01%	294
2019 Q4	$5.63M	Sell	122,911 -3,752	-3%	-$163K	0.98%	30
2019 Q3	$5.23M	Sell	126,663 -2,531	-2%	-$108K	0.85%	33
2019 Q2	$5.77M	Sell	129,194 -30,457	-19%	-$1.33M	0.92%	28
2019 Q1	$7M	Buy	159,651 +148,046	+1,276%	+$6.4M	1.23%	24
2018 Q4	$466K	Sell	11,605 -83,037	-88%	-$3.4M	0.1%	135
2018 Q3	$4.13M	Buy	94,642 +2,981	+3%	+$130K	1.37%	25
2018 Q2	$3.93M	Buy	+91,661	New	+$4.19M	1.45%	25

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

CX Institutional's DEM Position: Q2 2026 in Review

CX Institutional increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.1% in Q2 2026, buying an estimated $40.1K and bringing the position to 35,940 shares worth $1.93M. The position accounts for 0.06% of the portfolio, ranked #255.

CX Institutional first reported a position in DEM in Q2 2018 and has held it in 33 quarters since. The position peaked at $7.5M in Q1 2023. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

CX Institutional held 35,940 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.93M as of Q2 2026.
CX Institutional bought 750 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $40.1K.
WisdomTree Emerging Markets High Dividend Fund made up 0.06% of CX Institutional's portfolio in Q2 2026, its #255 holding.
CX Institutional first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2018 and has held it in 33 quarters since.
CX Institutional's WisdomTree Emerging Markets High Dividend Fund position peaked at $7.5M in Q1 2023.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.