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Evergreen Wealth Solutions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Evergreen Wealth Solutions’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 		$363K Buy
6,623
+252
+4% +$13.5K 0.02% 384
2026
Q1 		$317K Sell
6,371
-291
-4% -$14.4K 0.02% 321
2025
Q4 		$311K Sell
6,662
-14
-0.2% -$648 0.04% 166
2025
Q3 		$307K Buy
6,676
+56
+0.8% +$2.59K 0.17% 93
2025
Q2 		$300K Sell
6,620
-597
-8% -$25.7K 0.18% 89
2025
Q1 		$304K Sell
7,217
-146
-2% -$6.08K 0.2% 83
2024
Q4 		$298K Buy
7,363
+78
+1% +$3.3K 0.21% 80
2024
Q3 		$321K Buy
7,285
+996
+16% +$43.2K 0.22% 83
2024
Q2 		$272K Sell
6,289
-328
-5% -$14.1K 0.19% 93
2024
Q1 		$277K Sell
6,617
-108
-2% -$4.41K 0.21% 93
2023
Q4 		$274K Buy
6,725
+1,171
+21% +$44.8K 0.23% 95
2023
Q3 		$208K Buy
+5,554
New +$216K 0.21% 97
2022
Q2 		– Sell
-5,114
Closed -$224K – 102
2022
Q1 		$224K Sell
5,114
-1,909
-27% -$84.8K 0.22% 90
2021
Q4 		$304K Buy
+7,023
New +$306K 0.28% 76

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

Evergreen Wealth Solutions's DEM Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4% in Q2 2026, buying an estimated $13.5K and bringing the position to 6,623 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #384.

Evergreen Wealth Solutions first reported a position in DEM in Q4 2021 and has held it in 14 quarters since. 369 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Evergreen Wealth Solutions held 6,623 shares of WisdomTree Emerging Markets High Dividend Fund worth $363K as of Q2 2026.
  • Evergreen Wealth Solutions bought 252 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $13.5K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #384 holding.
  • Evergreen Wealth Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2021 and has held it in 14 quarters since.
  • 369 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.