Elwood & Goetz Wealth Advisory Group’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$240K	Sell	4,453 -209	-4%	-$11.2K	0.04%	137
2026 Q1	$232K	Hold	4,662	–	–	0.04%	131
2025 Q4	$218K	Sell	4,662 -584	-11%	-$27K	0.04%	129
2025 Q3	$241K	Hold	5,246	–	–	0.05%	116
2025 Q2	$238K	Hold	5,246	–	–	0.05%	105
2025 Q1	$221K	Sell	5,246 -323	-6%	-$13.5K	0.05%	92
2024 Q4	$225K	Hold	5,569	–	–	0.06%	91
2024 Q3	$245K	Hold	5,569	–	–	0.06%	88
2024 Q2	$241K	Sell	5,569 -151	-3%	-$6.49K	0.07%	71
2024 Q1	$239K	Sell	5,720 -12	-0.2%	-$489	0.06%	79
2023 Q4	$233K	Sell	5,732 -731	-11%	-$28K	0.05%	76
2023 Q3	$242K	Sell	6,463 -170	-3%	-$6.61K	0.06%	69
2023 Q2	$254K	Sell	6,633 -381	-5%	-$14.6K	0.06%	59
2023 Q1	$266K	Sell	7,014 -789	-10%	-$29.8K	0.06%	57
2022 Q4	$278K	Sell	7,803 -3,958	-34%	-$137K	0.08%	50
2022 Q3	$383K	Sell	11,761 -1,184	-9%	-$42.9K	0.13%	46
2022 Q2	$479K	Sell	12,945 -9,234	-42%	-$376K	0.16%	37
2022 Q1	$971K	Buy	22,179 +9,196	+71%	+$409K	0.3%	25
2021 Q4	$562K	Buy	12,983 +49	+0.4%	+$2.13K	0.18%	36
2021 Q3	$564K	Sell	12,934 -240	-2%	-$10.8K	0.19%	32
2021 Q2	$602K	Sell	13,174 -179	-1%	-$8.2K	0.23%	28
2021 Q1	$592K	Sell	13,353 -2,178	-14%	-$93.7K	0.25%	27
2020 Q4	$639K	Sell	15,531 -5,473	-26%	-$210K	0.29%	21
2020 Q3	$740K	Sell	21,004 -69,299	-77%	-$2.6M	0.4%	18
2020 Q2	$3.26M	Buy	90,303 +4,701	+5%	+$166K	1.99%	11
2020 Q1	$2.76M	Buy	85,602 +3,820	+5%	+$155K	2.06%	11
2019 Q4	$3.74M	Buy	81,782 +4,044	+5%	+$176K	2.69%	9
2019 Q3	$3.21M	Buy	77,738 +4,640	+6%	+$199K	2.54%	10
2019 Q2	$3.27M	Buy	73,098 +2,890	+4%	+$127K	2.8%	9
2019 Q1	$3.08M	Buy	70,208 +11,407	+19%	+$493K	2.83%	9
2018 Q4	$2.36M	Buy	+58,801	New	+$2.41M	2.5%	10

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

Elwood & Goetz Wealth Advisory Group's DEM Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.5% in Q2 2026, selling an estimated $11.2K and leaving 4,453 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #137.

Elwood & Goetz Wealth Advisory Group first reported a position in DEM in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.74M in Q4 2019. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 4,453 shares of WisdomTree Emerging Markets High Dividend Fund worth $240K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group sold 209 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $11.2K.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #137 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and has held it in 31 quarters since.
Elwood & Goetz Wealth Advisory Group's WisdomTree Emerging Markets High Dividend Fund position peaked at $3.74M in Q4 2019.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.