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

Endowment 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 Q1	$3.48M	Buy	70,107 +2,696	+4%	+$134K	1.54%	17
2025 Q4	$3.15M	Buy	67,411 +28,123	+72%	+$1.3M	1.45%	20
2025 Q3	$1.81M	Buy	39,288 +1,885	+5%	+$87.1K	0.82%	35
2025 Q2	$1.69M	Sell	37,403 -443	-1%	-$19.1K	0.87%	35
2025 Q1	$1.59M	Buy	37,846 +196	+0.5%	+$8.16K	1.02%	27
2024 Q4	$1.52M	Sell	37,650 -6,613	-15%	-$279K	1.02%	27
2024 Q3	$1.95M	Buy	44,263 +17,168	+63%	+$744K	1.28%	19
2024 Q2	$1.17M	Buy	27,095 +2,223	+9%	+$95.5K	0.86%	33
2024 Q1	$1.04M	Buy	24,872 +485	+2%	+$19.8K	0.78%	35
2023 Q4	$992K	Buy	24,387 +810	+3%	+$31K	0.83%	30
2023 Q3	$884K	Buy	23,577 +3,100	+15%	+$121K	0.79%	31
2023 Q2	$784K	Buy	20,477 +706	+4%	+$27.1K	0.72%	32
2023 Q1	$749K	Buy	+19,771	New	+$746K	0.75%	31

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Endowment Wealth Management's DEM Position: Q1 2026 in Review

Endowment Wealth Management increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4% in Q1 2026, buying an estimated $134K and bringing the position to 70,107 shares worth $3.48M. The position accounts for 1.54% of the portfolio, ranked #17.

Endowment Wealth Management first reported a position in DEM in Q1 2023 and has held it in 13 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Endowment Wealth Management held 70,107 shares of WisdomTree Emerging Markets High Dividend Fund worth $3.48M as of Q1 2026.
Endowment Wealth Management bought 2,696 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $134K.
WisdomTree Emerging Markets High Dividend Fund made up 1.54% of Endowment Wealth Management's portfolio in Q1 2026, its #17 holding.
Endowment Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2023 and has held it in 13 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.