Eagle Strategies
DEM icon

Eagle Strategies’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Eagle Strategies’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 		$1.45M Sell
26,265
-1,368
-5% -$75K 0.14% 116
2026
Q2 		$1.49M Sell
27,633
-1,603
-5% -$85.6K 0.15% 115
2026
Q1 		$1.45M Sell
29,236
-1,307
-4% -$64.8K 0.17% 107
2025
Q4 		$1.43M Sell
30,543
-8,768
-22% -$406K 0.18% 108
2025
Q3 		$1.81M Sell
39,311
-25,840
-40% -$1.19M 0.24% 86
2025
Q2 		$2.95M Sell
65,151
-86,859
-57% -$3.74M 0.45% 49
2025
Q1 		$6.4M Sell
152,010
-118,019
-44% -$4.92M 1.11% 26
2024
Q4 		$10.9M Buy
270,029
+9,773
+4% +$413K 1.89% 12
2024
Q3 		$11.5M Buy
260,256
+7,861
+3% +$341K 2.07% 11
2024
Q2 		$10.9M Buy
252,395
+244,121
+2,950% +$10.5M 2.09% 10
2024
Q1 		$346K Sell
8,274
-221,822
-96% -$9.05M 0.08% 199
2023
Q4 		$9.36M Buy
230,096
+22,742
+11% +$870K 2% 12
2023
Q3 		$7.77M Buy
207,354
+14,011
+7% +$545K 1.91% 12
2023
Q2 		$7.4M Buy
193,343
+14,386
+8% +$553K 1.8% 14
2023
Q1 		$6.78M Buy
178,957
+64,348
+56% +$2.43M 1.69% 15
2022
Q4 		$4.08M Buy
+114,609
New +$3.98M 1.22% 22
2022
Q3 		– Sell
-80,790
Closed -$2.99M – 109
2022
Q2 		$2.99M Buy
+80,790
New +$3.29M 1.09% 30

Other funds holding DEM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Canandaigua National Bank & Trust
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
GHA
Good Harbor Advisors Gloucester, Massachusetts $107M AUM 11.17% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Eagle Strategies's DEM Position: Q3 2026 in Review

Eagle Strategies reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 5% in Q3 2026, selling an estimated $75K and leaving 26,265 shares worth $1.45M. The position accounts for 0.14% of the portfolio, ranked #116.

Eagle Strategies first reported a position in DEM in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.5M in Q3 2024. 76 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

  • Eagle Strategies held 26,265 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.45M as of Q3 2026.
  • Eagle Strategies sold 1,368 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $75K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.14% of Eagle Strategies's portfolio in Q3 2026, its #116 holding.
  • Eagle Strategies first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2022 and has held it in 17 quarters since.
  • Eagle Strategies's WisdomTree Emerging Markets High Dividend Fund position peaked at $11.5M in Q3 2024.
  • 76 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Eagle Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.