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 Q3	$370K	Hold	6,686	–	–	0.01%	1034
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Evergreen Capital Management's DEM Position: Q3 2026 in Review

Evergreen Capital Management held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q3 2026 at 6,686 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #1034.

Evergreen Capital Management first reported a position in DEM in Q2 2025 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Evergreen Capital Management held 6,686 shares of WisdomTree Emerging Markets High Dividend Fund worth $370K as of Q3 2026.
Evergreen Capital Management left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets High Dividend Fund made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1034 holding.
Evergreen Capital Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 6 quarters since.
251 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.