Evergreen Capital Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Evergreen Capital 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	$360K	Hold	6,686	–	–	0.01%	1104
2026 Q1	$332K	Hold	6,686	–	–	0.01%	1049
2025 Q4	$313K	Hold	6,686	–	–	0.01%	1006
2025 Q3	$307K	Hold	6,686	–	–	0.01%	954
2025 Q2	$303K	Buy	+6,686	New	+$288K	0.01%	799

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

Evergreen Capital Management's DEM Position: Q2 2026 in Review

Evergreen Capital Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 6,686 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1104.

Evergreen Capital Management first reported a position in DEM in Q2 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Evergreen Capital Management held 6,686 shares of WisdomTree Emerging Markets High Dividend Fund worth $360K as of Q2 2026.
Evergreen Capital Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1104 holding.
Evergreen Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 5 quarters since.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.