Evolve Private Wealth’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Evolve Private Wealth’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	$1.99M	Sell	37,074 -1,595	-4%	-$85.2K	0.12%	154
2026 Q1	$1.92M	Buy	38,669 +507	+1%	+$25.1K	0.1%	194
2025 Q4	$1.79M	Buy	+38,162	New	+$1.77M	0.11%	183

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 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Evolve Private Wealth's DEM Position: Q2 2026 in Review

Evolve Private Wealth reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 4.1% in Q2 2026, selling an estimated $85.2K and leaving 37,074 shares worth $1.99M. The position accounts for 0.12% of the portfolio, ranked #154.

Evolve Private Wealth first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Evolve Private Wealth held 37,074 shares of WisdomTree Emerging Markets High Dividend Fund worth $1.99M as of Q2 2026.
Evolve Private Wealth sold 1,595 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $85.2K.
WisdomTree Emerging Markets High Dividend Fund made up 0.12% of Evolve Private Wealth's portfolio in Q2 2026, its #154 holding.
Evolve Private Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.