Evolution Wealth Management’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Evolution Wealth 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 Q1	$156K	Sell	3,146 -107	-3%	-$5.31K	0.11%	131
2025 Q4	$152K	Sell	3,253 -554	-15%	-$25.6K	0.13%	127
2025 Q3	$175K	Sell	3,807 -545	-13%	-$25.2K	0.18%	98
2025 Q2	$197K	Buy	+4,352	New	+$187K	0.24%	76

Other funds holding DEM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Evolution Wealth Management's DEM Position: Q1 2026 in Review

Evolution Wealth Management reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 3.3% in Q1 2026, selling an estimated $5.31K and leaving 3,146 shares worth $156K. The position accounts for 0.11% of the portfolio, ranked #131.

Evolution Wealth Management first reported a position in DEM in Q2 2025 and has held it in 4 quarters since. The position peaked at $197K in Q2 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Evolution Wealth Management held 3,146 shares of WisdomTree Emerging Markets High Dividend Fund worth $156K as of Q1 2026.
Evolution Wealth Management sold 107 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $5.31K.
WisdomTree Emerging Markets High Dividend Fund made up 0.11% of Evolution Wealth Management's portfolio in Q1 2026, its #131 holding.
Evolution Wealth Management first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2025 and has held it in 4 quarters since.
Evolution Wealth Management's WisdomTree Emerging Markets High Dividend Fund position peaked at $197K in Q2 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.