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 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

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

Discipline Wealth Solutions's DEM Position: Q2 2026 in Review

Discipline Wealth Solutions increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.2% in Q2 2026, buying an estimated $10.1K and bringing the position to 6,127 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #158.

Discipline Wealth Solutions first reported a position in DEM in Q3 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Discipline Wealth Solutions held 6,127 shares of WisdomTree Emerging Markets High Dividend Fund worth $330K as of Q2 2026.
Discipline Wealth Solutions bought 190 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $10.1K.
WisdomTree Emerging Markets High Dividend Fund made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #158 holding.
Discipline Wealth Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 4 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.