Dynamic Advisor Solutions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Dynamic Advisor 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	$2.44M	Buy	45,416 +1,248	+3%	+$66.7K	0.07%	280
2026 Q1	$2.19M	Buy	44,168 +1,346	+3%	+$66.7K	0.07%	291
2025 Q4	$2M	Sell	42,822 -1,423	-3%	-$65.9K	0.06%	293
2025 Q3	$2.03M	Buy	44,245 +3,541	+9%	+$164K	0.06%	315
2025 Q2	$1.84M	Sell	40,704 -1,404	-3%	-$60.4K	0.06%	320
2025 Q1	$1.77M	Buy	+42,108	New	+$1.75M	0.06%	302
2024 Q4	–	Sell	-41,855	Closed	-$1.84M	–	692
2024 Q3	$1.84M	Sell	41,855 -41,649	-50%	-$1.81M	0.06%	315
2024 Q2	$3.62M	Buy	83,504 +11,282	+16%	+$485K	0.11%	209
2024 Q1	$3.02M	Buy	72,222 +40,590	+128%	+$1.66M	0.1%	239
2023 Q4	$1.27M	Buy	31,632 +13,001	+70%	+$498K	0.05%	360
2023 Q3	$698K	Buy	18,631 +1,781	+11%	+$69.2K	0.03%	440
2023 Q2	$645K	Buy	16,850 +2,456	+17%	+$94.4K	0.03%	438
2023 Q1	$545K	Buy	14,394 +8,468	+143%	+$319K	0.03%	451
2022 Q4	$211K	Buy	+5,926	New	+$206K	0.01%	651
2022 Q2	–	Sell	-8,104	Closed	-$355K	–	714
2022 Q1	$355K	Buy	+8,104	New	+$360K	0.02%	514
2020 Q1	–	Sell	-5,789	Closed	-$265K	–	511
2019 Q4	$265K	Buy	5,789 +495	+9%	+$21.5K	0.04%	437
2019 Q3	$219K	Sell	5,294 -1,690	-24%	-$72.3K	0.03%	446
2019 Q2	$312K	Buy	+6,984	New	+$306K	0.05%	353
2018 Q1	–	Sell	-4,730	Closed	-$215K	–	368
2017 Q4	$215K	Buy	+4,730	New	+$207K	0.07%	232

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

Dynamic Advisor Solutions's DEM Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.8% in Q2 2026, buying an estimated $66.7K and bringing the position to 45,416 shares worth $2.44M. The position accounts for 0.07% of the portfolio, ranked #280.

Dynamic Advisor Solutions first reported a position in DEM in Q4 2017 and has held it in 19 quarters since. The position peaked at $3.62M in Q2 2024. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Dynamic Advisor Solutions held 45,416 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.44M as of Q2 2026.
Dynamic Advisor Solutions bought 1,248 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $66.7K.
WisdomTree Emerging Markets High Dividend Fund made up 0.07% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #280 holding.
Dynamic Advisor Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2017 and has held it in 19 quarters since.
Dynamic Advisor Solutions's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.62M in Q2 2024.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.