Financial Engines Advisors’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Financial Engines 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	$779K	Sell	14,486 -1,650	-10%	-$88.1K	﹤0.01%	345
2026 Q1	$802K	Buy	16,136 +53	+0.3%	+$2.63K	﹤0.01%	328
2025 Q4	$751K	Hold	16,083	–	–	﹤0.01%	344
2025 Q3	$740K	Hold	16,083	–	–	﹤0.01%	343
2025 Q2	$728K	Hold	16,083	–	–	﹤0.01%	337
2025 Q1	$677K	Sell	16,083 -375	-2%	-$15.6K	﹤0.01%	297
2024 Q4	$666K	Buy	16,458 +351	+2%	+$14.8K	﹤0.01%	298
2024 Q3	$709K	Buy	16,107 +669	+4%	+$29K	﹤0.01%	257
2024 Q2	$669K	Sell	15,438 -784	-5%	-$33.7K	﹤0.01%	237
2024 Q1	$679K	Hold	16,222	–	–	﹤0.01%	222
2023 Q4	$660K	Buy	16,222 +316	+2%	+$12.1K	﹤0.01%	209
2023 Q3	$596K	Hold	15,906	–	–	﹤0.01%	193
2023 Q2	$609K	Sell	15,906 -62	-0.4%	-$2.38K	﹤0.01%	195
2023 Q1	$605K	Buy	15,968 +62	+0.4%	+$2.34K	﹤0.01%	200
2022 Q4	$567K	Buy	15,906 +854	+6%	+$29.6K	﹤0.01%	204
2022 Q3	$489K	Hold	15,052	–	–	﹤0.01%	198
2022 Q2	$557K	Hold	15,052	–	–	﹤0.01%	193
2022 Q1	$659K	Buy	+15,052	New	+$669K	﹤0.01%	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

Financial Engines Advisors's DEM Position: Q2 2026 in Review

Financial Engines Advisors reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 10% in Q2 2026, selling an estimated $88.1K and leaving 14,486 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #345.

Financial Engines Advisors first reported a position in DEM in Q1 2022 and has held it in 18 quarters since. The position peaked at $802K in Q1 2026. 371 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Financial Engines Advisors held 14,486 shares of WisdomTree Emerging Markets High Dividend Fund worth $779K as of Q2 2026.
Financial Engines Advisors sold 1,650 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $88.1K.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #345 holding.
Financial Engines Advisors first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q1 2022 and has held it in 18 quarters since.
Financial Engines Advisors's WisdomTree Emerging Markets High Dividend Fund position peaked at $802K in Q1 2026.
371 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.