Diversify Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Diversify Wealth Management’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	$277K	Buy	+5,203	New	+$278K	﹤0.01%	1080

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

Diversify Wealth Management's DEM Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 5,203 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings.

369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Diversify Wealth Management held 5,203 shares of WisdomTree Emerging Markets High Dividend Fund worth $277K as of Q2 2026.
WisdomTree Emerging Markets High Dividend Fund was a new Diversify Wealth Management position in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1080 holding.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.