EWM
DEM icon

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

Empirical 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 		$6.62M Sell
123,112
-2,077
-2% -$111K 0.1% 131
2026
Q1 		$6.22M Buy
125,189
+446
+0.4% +$22.1K 0.11% 128
2025
Q4 		$5.83M Sell
124,743
-1,531
-1% -$70.9K 0.1% 131
2025
Q3 		$5.81M Buy
126,274
+556
+0.4% +$25.7K 0.12% 123
2025
Q2 		$5.69M Buy
125,718
+2,827
+2% +$122K 0.13% 121
2025
Q1 		$5.17M Sell
122,891
-1,382
-1% -$57.6K 0.13% 129
2024
Q4 		$5.03M Buy
124,273
+6,990
+6% +$295K 0.14% 117
2024
Q3 		$5.16M Buy
117,283
+3,874
+3% +$168K 0.14% 115
2024
Q2 		$4.91M Sell
113,409
-5,740
-5% -$247K 0.15% 112
2024
Q1 		$4.99M Buy
119,149
+1,849
+2% +$75.4K 0.15% 110
2023
Q4 		$4.77M Sell
117,300
-4,391
-4% -$168K 0.16% 106
2023
Q3 		$4.56M Sell
121,691
-1,779
-1% -$69.2K 0.18% 97
2023
Q2 		$4.73M Buy
123,470
+2,625
+2% +$101K 0.19% 98
2023
Q1 		$4.58M Buy
120,845
+6,308
+6% +$238K 0.2% 90
2022
Q4 		$4.08M Buy
114,537
+10,679
+10% +$370K 0.19% 89
2022
Q3 		$3.38M Buy
103,858
+9,244
+10% +$335K 0.18% 94
2022
Q2 		$3.5M Buy
94,614
+7,792
+9% +$317K 0.18% 91
2022
Q1 		$3.8M Buy
86,822
+9,378
+12% +$417K 0.19% 83
2021
Q4 		$3.35M Buy
77,444
+5,882
+8% +$256K 0.17% 94
2021
Q3 		$3.12M Buy
71,562
+4,584
+7% +$206K 0.18% 88
2021
Q2 		$3.06M Buy
66,978
+11,222
+20% +$514K 0.19% 83
2021
Q1 		$2.47M Buy
55,756
+5,584
+11% +$240K 0.2% 82
2020
Q4 		$2.06M Buy
50,172
+1,930
+4% +$73.9K 0.16% 94
2020
Q3 		$1.7M Buy
48,242
+1,898
+4% +$71.1K 0.15% 99
2020
Q2 		$1.67M Buy
46,344
+4,646
+11% +$164K 0.16% 92
2020
Q1 		$1.34M Sell
41,698
-12,699
-23% -$515K 0.15% 95
2019
Q4 		$2.49M Buy
54,397
+5,748
+12% +$250K 0.27% 55
2019
Q3 		$2.01M Buy
48,649
+11,003
+29% +$471K 0.24% 70
2019
Q2 		$1.68M Buy
37,646
+7,120
+23% +$312K 0.22% 73
2019
Q1 		$1.34M Buy
30,526
+10,619
+53% +$459K 0.19% 73
2018
Q4 		$799K Sell
19,907
-558
-3% -$22.9K 0.14% 88
2018
Q3 		$894K Buy
20,465
+569
+3% +$24.8K 0.16% 74
2018
Q2 		$853K Buy
19,896
+371
+2% +$17K 0.16% 77
2018
Q1 		$934K Buy
19,525
+789
+4% +$37.7K 0.18% 61
2017
Q4 		$850K Buy
18,736
+1,805
+11% +$78.9K 0.18% 62
2017
Q3 		$728K Buy
16,931
+1,720
+11% +$74.1K 0.17% 70
2017
Q2 		$624K Buy
15,211
+1,001
+7% +$41K 0.15% 74
2017
Q1 		$580K Buy
14,210
+391
+3% +$15.6K 0.14% 76
2016
Q4 		$516K Buy
13,819
+2,868
+26% +$107K 0.13% 76
2016
Q3 		$411K Buy
10,951
+1,678
+18% +$63.3K 0.11% 78
2016
Q2 		$328K Buy
9,273
+114
+1% +$3.94K 0.09% 85
2016
Q1 		$319K Buy
9,159
+1,236
+16% +$38.6K 0.08% 89
2015
Q4 		$251K Buy
7,923
+1,152
+17% +$39.5K 0.06% 94
2015
Q3 		$227K Sell
6,771
-4,319
-39% -$164K 0.05% 107
2015
Q2 		$482K Buy
11,090
+457
+4% +$20.9K 0.11% 75
2015
Q1 		$452K Buy
10,633
+1,262
+13% +$53.9K 0.11% 70
2014
Q4 		$395K Buy
9,371
+3,355
+56% +$152K 0.1% 72
2014
Q3 		$287K Buy
6,016
+77
+1% +$4.01K 0.07% 84
2014
Q2 		$308K Buy
5,939
+834
+16% +$42.2K 0.08% 80
2014
Q1 		$250K Buy
+5,105
New +$243K 0.07% 83

Other funds holding DEM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
GHA
Good Harbor Advisors Gloucester, Massachusetts $102M AUM
VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

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

Empirical Wealth Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 1.7% in Q2 2026, selling an estimated $111K and leaving 123,112 shares worth $6.62M. The position accounts for 0.1% of the portfolio, ranked #131.

Empirical Wealth Management first reported a position in DEM in Q1 2014 and has held it in 50 quarters since. 60 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Empirical Wealth Management held 123,112 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.62M as of Q2 2026.
  • Empirical Wealth Management sold 2,077 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $111K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.1% of Empirical Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Empirical Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2014 and has held it in 50 quarters since.
  • 60 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.