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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Discipline Wealth Solutions's DEM Position: Q1 2026 in Review

Discipline Wealth Solutions reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.4% in Q1 2026, selling an estimated $7.34K and leaving 5,937 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #152.

Discipline Wealth Solutions first reported a position in DEM in Q3 2025 and has held it in 3 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

  • Discipline Wealth Solutions held 5,937 shares of WisdomTree Emerging Markets High Dividend Fund worth $295K as of Q1 2026.
  • Discipline Wealth Solutions sold 148 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $7.34K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.03% of Discipline Wealth Solutions's portfolio in Q1 2026, its #152 holding.
  • Discipline Wealth Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2025 and has held it in 3 quarters since.
  • 351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.