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

Fairway 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 Q1	$116K	Buy	2,352 +11	+0.5%	+$545	0.03%	92
2025 Q4	$109K	Sell	2,341 -309	-12%	-$14.3K	0.03%	79
2025 Q3	$122K	Buy	2,650 +31	+1%	+$1.43K	0.03%	78
2025 Q2	$118K	Buy	2,619 +23	+0.9%	+$990	0.04%	71
2025 Q1	$109K	Buy	2,596 +1,796	+225%	+$74.8K	0.04%	72
2024 Q4	$32.4K	Hold	800	–	–	0.01%	121
2024 Q3	$35.8K	Hold	800	–	–	0.02%	67
2024 Q2	$34.6K	Hold	800	–	–	0.02%	77
2024 Q1	$33.5K	Buy	+800	New	+$32.6K	0.02%	58

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

Fairway Wealth's DEM Position: Q1 2026 in Review

Fairway Wealth increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.47% in Q1 2026, buying an estimated $545 and bringing the position to 2,352 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #92.

Fairway Wealth first reported a position in DEM in Q1 2024 and has held it in 9 quarters since. The position peaked at $122K in Q3 2025. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Fairway Wealth held 2,352 shares of WisdomTree Emerging Markets High Dividend Fund worth $116K as of Q1 2026.
Fairway Wealth bought 11 WisdomTree Emerging Markets High Dividend Fund shares in Q1 2026, an estimated $545.
WisdomTree Emerging Markets High Dividend Fund made up 0.03% of Fairway Wealth's portfolio in Q1 2026, its #92 holding.
Fairway Wealth first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2024 and has held it in 9 quarters since.
Fairway Wealth's WisdomTree Emerging Markets High Dividend Fund position peaked at $122K in Q3 2025.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Fairway Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.