FFG Retirement Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

FFG Retirement 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 Q3	$2.32M	Sell	41,894 -374	-0.9%	-$20.5K	1.23%	31
2026 Q2	$2.27M	Buy	42,268 +153	+0.4%	+$8.17K	1.2%	36
2026 Q1	$2.09M	Buy	42,115 +1,485	+4%	+$73.6K	1.22%	37
2025 Q4	$1.9M	Sell	40,630 -444	-1%	-$20.6K	1.18%	34
2025 Q3	$1.89M	Sell	41,074 -159	-0.4%	-$7.35K	1.17%	32
2025 Q2	$1.87M	Buy	41,233 +190	+0.5%	+$8.18K	1.17%	34
2025 Q1	$1.73M	Buy	41,043 +4,950	+14%	+$206K	1.18%	28
2024 Q4	$1.46M	Sell	36,093 -198	-0.5%	-$8.37K	0.95%	33
2024 Q3	$1.6M	Sell	36,291 -92	-0.3%	-$3.99K	1.04%	34
2024 Q2	$1.58M	Sell	36,383 -976	-3%	-$41.9K	1.1%	30
2024 Q1	$1.56M	Buy	37,359 +874	+2%	+$35.6K	1.1%	31
2023 Q4	$1.48M	Sell	36,485 -20,858	-36%	-$798K	1.15%	27
2023 Q3	$2.15M	Sell	57,343 -471	-0.8%	-$18.3K	1.78%	22
2023 Q2	$2.21M	Buy	57,814 +901	+2%	+$34.6K	1.77%	21
2023 Q1	$2.15M	Sell	56,913 -4,018	-7%	-$152K	1.85%	19
2022 Q4	$2.17M	Buy	+60,931	New	+$2.11M	1.98%	19

Other funds holding DEM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

FFG Retirement Advisors's DEM Position: Q3 2026 in Review

FFG Retirement Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.88% in Q3 2026, selling an estimated $20.5K and leaving 41,894 shares worth $2.32M. The position accounts for 1.23% of the portfolio, ranked #31.

FFG Retirement Advisors first reported a position in DEM in Q4 2022 and has held it in 16 quarters since. 333 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

FFG Retirement Advisors held 41,894 shares of WisdomTree Emerging Markets High Dividend Fund worth $2.32M as of Q3 2026.
FFG Retirement Advisors sold 374 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $20.5K.
WisdomTree Emerging Markets High Dividend Fund made up 1.23% of FFG Retirement Advisors's portfolio in Q3 2026, its #31 holding.
FFG Retirement Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and has held it in 16 quarters since.
333 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on FFG Retirement Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.