EverSource Wealth Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

EverSource Wealth Advisors’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	$1.18K	Hold	22	–	–	﹤0.01%	3914
2026 Q1	$1.09K	Hold	22	–	–	﹤0.01%	3828
2025 Q4	$1.03K	Hold	22	–	–	﹤0.01%	3704
2025 Q3	$1.01K	Sell	22 -50	-69%	-$2.31K	﹤0.01%	3760
2025 Q2	$3.26K	Hold	72	–	–	﹤0.01%	3321
2025 Q1	$3.03K	Buy	+72	New	+$3K	﹤0.01%	2730
2024 Q4	–	Sell	-550	Closed	-$24.2K	–	3767
2024 Q3	$24.2K	Buy	+550	New	+$23.8K	﹤0.01%	1394

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

EverSource Wealth Advisors's DEM Position: Q2 2026 in Review

EverSource Wealth Advisors held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q2 2026 at 22 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3914.

EverSource Wealth Advisors first reported a position in DEM in Q3 2024 and has held it in 7 quarters since. The position peaked at $24.2K in Q3 2024. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

EverSource Wealth Advisors held 22 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.18K as of Q2 2026.
EverSource Wealth Advisors 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 EverSource Wealth Advisors's portfolio in Q2 2026, its #3914 holding.
EverSource Wealth Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2024 and has held it in 7 quarters since.
EverSource Wealth Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $24.2K in Q3 2024.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.