EW
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Element Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Element Wealth’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 		$1.13M Sell
20,953
-92
-0.4% -$4.91K 0.42% 65
2026
Q1 		$1.05M Sell
21,045
-2,305
-10% -$114K 0.43% 59
2025
Q4 		$1.09M Buy
23,350
+1,793
+8% +$83K 0.45% 59
2025
Q3 		$991K Buy
21,557
+1,696
+9% +$78.4K 0.43% 62
2025
Q2 		$899K Buy
19,861
+1,657
+9% +$71.3K 0.41% 59
2025
Q1 		$766K Sell
18,204
-61
-0.3% -$2.54K 0.41% 58
2024
Q4 		$740K Buy
18,265
+279
+2% +$11.8K 0.39% 57
2024
Q3 		$792K Buy
17,986
+789
+5% +$34.2K 0.42% 48
2024
Q2 		$745K Buy
17,197
+2,325
+16% +$99.9K 0.42% 47
2024
Q1 		$622K Buy
14,872
+161
+1% +$6.57K 0.36% 51
2023
Q4 		$598K Buy
14,711
+2,059
+16% +$78.8K 0.37% 51
2023
Q3 		$474K Buy
12,652
+49
+0.4% +$1.91K 0.34% 57
2023
Q2 		$482K Buy
12,603
+30
+0.2% +$1.15K 0.34% 57
2023
Q1 		$476K Sell
12,573
-103
-0.8% -$3.89K 0.36% 53
2022
Q4 		$452K Sell
12,676
-225
-2% -$7.8K 0.37% 56
2022
Q3 		$420K Sell
12,901
-429
-3% -$15.5K 0.39% 47
2022
Q2 		$494K Buy
13,330
+78
+0.6% +$3.17K 0.49% 39
2022
Q1 		$580K Buy
13,252
+1,520
+13% +$67.6K 0.47% 40
2021
Q4 		$508K Buy
11,732
+42
+0.4% +$1.83K 0.38% 48
2021
Q3 		$510K Buy
11,690
+57
+0.5% +$2.56K 0.41% 47
2021
Q2 		$531K Buy
11,633
+35
+0.3% +$1.6K 0.41% 42
2021
Q1 		$514K Buy
11,598
+130
+1% +$5.59K 0.43% 42
2020
Q4 		$472K Buy
11,468
+1,681
+17% +$64.4K 0.44% 45
2020
Q3 		$345K Buy
9,787
+856
+10% +$32.1K 0.37% 51
2020
Q2 		$323K Buy
+8,931
New +$315K 0.37% 52

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Element Wealth's DEM Position: Q2 2026 in Review

Element Wealth reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.44% in Q2 2026, selling an estimated $4.91K and leaving 20,953 shares worth $1.13M. The position accounts for 0.42% of the portfolio, ranked #65.

Element Wealth first reported a position in DEM in Q2 2020 and has held it in 25 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Element Wealth held 20,953 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.13M as of Q2 2026.
  • Element Wealth sold 92 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $4.91K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.42% of Element Wealth's portfolio in Q2 2026, its #65 holding.
  • Element Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2020 and has held it in 25 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.