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EP Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

EP Wealth Advisors’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 		$200K Buy
+3,711
New +$198K ﹤0.01% 1514
2025
Q2 		$157K Buy
+3,459
New +$149K ﹤0.01% 1311

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

EP Wealth Advisors's DEM Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 3,711 shares worth $200K. The stake represents ﹤0.01% of the portfolio and ranks #1514 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in DEM as recently as Q2 2025.

EP Wealth Advisors first reported a position in DEM in Q2 2025 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • EP Wealth Advisors held 3,711 shares of WisdomTree Emerging Markets High Dividend Fund worth $200K as of Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund was a new EP Wealth Advisors position in Q2 2026.
  • WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1514 holding.
  • EP Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.