Evanson Financial’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Evanson Financial’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	$1.11M	Buy	+20,695	New	+$1.11M	0.05%	133

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

Evanson Financial's DEM Position: Q2 2026 in Review

Evanson Financial opened a new position in WisdomTree Emerging Markets High Dividend Fund (DEM) in Q2 2026: 20,695 shares worth $1.11M. The stake represents 0.05% of the portfolio and ranks #133 among its holdings.

369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Evanson Financial held 20,695 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.11M as of Q2 2026.
WisdomTree Emerging Markets High Dividend Fund was a new Evanson Financial position in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.05% of Evanson Financial's portfolio in Q2 2026, its #133 holding.
369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.