DHJJ Financial Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

DHJJ Financial Advisors’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	$497	Hold	10	–	–	﹤0.01%	896
2025 Q4	$468	Hold	10	–	–	﹤0.01%	862
2025 Q3	$460	Hold	10	–	–	﹤0.01%	836
2025 Q2	$453	Hold	10	–	–	﹤0.01%	809
2025 Q1	$421	Hold	10	–	–	﹤0.01%	767
2024 Q4	$405	Hold	10	–	–	﹤0.01%	743
2024 Q3	$441	Buy	10 +8	+400%	+$347	﹤0.01%	717
2024 Q2	$87	Buy	+2	New	+$86	﹤0.01%	801

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

DHJJ Financial Advisors's DEM Position: Q1 2026 in Review

DHJJ Financial Advisors held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q1 2026 at 10 shares worth $497. The position accounts for ﹤0.01% of the portfolio, ranked #896.

DHJJ Financial Advisors first reported a position in DEM in Q2 2024 and has held it in 8 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

DHJJ Financial Advisors held 10 shares of WisdomTree Emerging Markets High Dividend Fund worth $497 as of Q1 2026.
DHJJ Financial Advisors left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #896 holding.
DHJJ Financial Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2024 and has held it in 8 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.