Discipline Wealth Solutions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Discipline Wealth Solutions’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 Q3	$335K	Sell	6,053 -74	-1%	-$4.06K	0.03%	154
2026 Q2	$330K	Buy	6,127 +190	+3%	+$10.1K	0.03%	158
2026 Q1	$295K	Sell	5,937 -148	-2%	-$7.34K	0.03%	152
2025 Q4	$284K	Buy	6,085 +67	+1%	+$3.1K	0.05%	139
2025 Q3	$277K	Buy	+6,018	New	+$278K	0.07%	130

Other funds holding DEM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

FDS

Freedom Day Solutions Houston, Texas $455M AUM 16.82% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Discipline Wealth Solutions's DEM Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.2% in Q3 2026, selling an estimated $4.06K and leaving 6,053 shares worth $335K. The position accounts for 0.03% of the portfolio, ranked #154.

Discipline Wealth Solutions first reported a position in DEM in Q3 2025 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Discipline Wealth Solutions held 6,053 shares of WisdomTree Emerging Markets High Dividend Fund worth $335K as of Q3 2026.
Discipline Wealth Solutions sold 74 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $4.06K.
WisdomTree Emerging Markets High Dividend Fund made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #154 holding.
Discipline Wealth Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 5 quarters since.
69 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.