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

EPG 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	$152K	Buy	+2,831	New	+$151K	0.04%	185
2025 Q1	–	Sell	-4,170	Closed	-$169K	–	419
2024 Q4	$169K	Sell	4,170 -666	-14%	-$28.1K	0.04%	240
2024 Q3	$213K	Buy	+4,836	New	+$210K	0.05%	233
2024 Q2	–	Sell	-4,753	Closed	-$204K	–	246
2024 Q1	$199K	Buy	4,753 +12	+0.3%	+$489	0.05%	251
2023 Q4	$190K	Buy	4,741 +17	+0.4%	+$651	0.05%	243
2023 Q3	$177K	Sell	4,724 -530	-10%	-$20.6K	0.05%	240
2023 Q2	$201K	Sell	5,254 -12	-0.2%	-$461	0.06%	235
2023 Q1	$199K	Buy	5,266 +1,256	+31%	+$47.4K	0.06%	235
2022 Q4	$143K	Buy	4,010 +24	+0.6%	+$833	0.05%	224
2022 Q3	$130K	Buy	+3,986	New	+$144K	0.05%	220
2022 Q2	–	Sell	-3,849	Closed	-$168K	–	237
2022 Q1	$168K	Buy	3,849 +2,155	+127%	+$95.8K	0.06%	243
2021 Q4	$73K	Sell	1,694 -256	-13%	-$11.1K	0.03%	270
2021 Q3	$85K	Buy	+1,950	New	+$87.4K	0.03%	246
2020 Q2	–	Sell	-1,015	Closed	-$33K	–	273
2020 Q1	$33K	Buy	1,015 +938	+1,218%	+$38K	0.02%	331
2019 Q4	$4K	Buy	+77	New	+$3.35K	﹤0.01%	536

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

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

EPG Wealth Management opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 2,831 shares worth $152K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings. This is a return to the name: EPG Wealth Management previously reported a position in DEM as recently as Q4 2024.

EPG Wealth Management first reported a position in DEM in Q4 2019 and has held it in 15 quarters since. The position peaked at $213K in Q3 2024. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

EPG Wealth Management held 2,831 shares of WisdomTree Emerging Markets High Dividend Fund worth $152K as of Q2 2026.
WisdomTree Emerging Markets High Dividend Fund was a new EPG Wealth Management position in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of EPG Wealth Management's portfolio in Q2 2026, its #185 holding.
EPG Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2019 and has held it in 15 quarters since.
EPG Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $213K in Q3 2024.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.