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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$481K Sell
8,947
-202
-2% -$10.8K 0.13% 107
2026
Q1 		$455K Buy
9,149
+792
+9% +$39.3K 0.13% 105
2025
Q4 		$390K Buy
8,357
+17
+0.2% +$787 0.12% 114
2025
Q3 		$384K Buy
8,340
+1,060
+15% +$49K 0.12% 102
2025
Q2 		$330K Sell
7,280
-189
-3% -$8.13K 0.11% 106
2025
Q1 		$314K Sell
7,469
-273
-4% -$11.4K 0.12% 110
2024
Q4 		$313K Buy
7,742
+291
+4% +$12.3K 0.13% 108
2024
Q3 		$328K Buy
7,451
+1,050
+16% +$45.5K 0.17% 73
2024
Q2 		$277K Buy
6,401
+800
+14% +$34.4K 0.16% 77
2024
Q1 		$234K Buy
5,601
+660
+13% +$26.9K 0.15% 82
2023
Q4 		$201K Buy
4,941
+336
+7% +$12.9K 0.13% 87
2023
Q3 		$173K Buy
4,605
+3,722
+422% +$145K 0.12% 90
2023
Q2 		$132K Sell
883
-1,145
-56% -$44K 0.1% 111
2023
Q1 		$76.8K Buy
2,028
+4
+0.2% +$151 0.06% 142
2022
Q4 		$72.2K Buy
+2,024
New +$70.2K 0.06% 138

Other funds holding DEM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s DEM Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.2% in Q2 2026, selling an estimated $10.8K and leaving 8,947 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #107.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in DEM in Q4 2022 and has held it in 15 quarters since. 229 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 8,947 shares of WisdomTree Emerging Markets High Dividend Fund worth $481K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 202 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $10.8K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.13% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #107 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.