Founders Financial Alliance’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Founders Financial Alliance’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	$11.4K	Hold	229	–	–	﹤0.01%	622
2025 Q4	$10.7K	Hold	229	–	–	﹤0.01%	504
2025 Q3	$10.5K	Hold	229	–	–	﹤0.01%	603
2025 Q2	$10.4K	Hold	229	–	–	﹤0.01%	459
2025 Q1	$9.64K	Hold	229	–	–	﹤0.01%	529
2024 Q4	$9.27K	Hold	229	–	–	﹤0.01%	489
2024 Q3	$10.1K	Hold	229	–	–	﹤0.01%	493
2024 Q2	$9.92K	Hold	229	–	–	﹤0.01%	472
2024 Q1	$9.58K	Hold	229	–	–	﹤0.01%	480
2023 Q4	$9.32K	Hold	229	–	–	﹤0.01%	434
2023 Q3	$8.58K	Hold	229	–	–	﹤0.01%	423
2023 Q2	$8.76K	Hold	229	–	–	﹤0.01%	451
2023 Q1	$8.67K	Hold	229	–	–	﹤0.01%	406
2022 Q4	$8.16K	Hold	229	–	–	﹤0.01%	429
2022 Q3	$7K	Hold	229	–	–	﹤0.01%	426
2022 Q2	$8K	Hold	229	–	–	﹤0.01%	443
2022 Q1	$10K	Hold	229	–	–	﹤0.01%	390
2021 Q4	$10K	Hold	229	–	–	﹤0.01%	429
2021 Q3	$10K	Hold	229	–	–	﹤0.01%	397
2021 Q2	$10K	Hold	229	–	–	﹤0.01%	417
2021 Q1	$10K	Hold	229	–	–	﹤0.01%	399
2020 Q4	$9K	Hold	229	–	–	0.01%	370
2020 Q3	$8K	Buy	+229	New	+$8.58K	﹤0.01%	818

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

Founders Financial Alliance's DEM Position: Q1 2026 in Review

Founders Financial Alliance held its WisdomTree Emerging Markets High Dividend Fund (DEM) position steady in Q1 2026 at 229 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Founders Financial Alliance first reported a position in DEM in Q3 2020 and has held it in 23 quarters since. 351 funds tracked by Wall St. Rank hold DEM as of Q1 2026.

Founders Financial Alliance held 229 shares of WisdomTree Emerging Markets High Dividend Fund worth $11.4K as of Q1 2026.
Founders Financial Alliance left its WisdomTree Emerging Markets High Dividend Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets High Dividend Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q1 2026, its #622 holding.
Founders Financial Alliance first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q3 2020 and has held it in 23 quarters since.
351 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.