Freedom Day Solutions’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Freedom Day Solutions’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	$6.4M	Buy	115,636 +19,410	+20%	+$1.06M	1.41%	13
2026 Q2	$5.18M	Buy	96,226 +33,992	+55%	+$1.82M	1.15%	19
2026 Q1	$3.09M	Buy	62,234 +38,753	+165%	+$1.92M	0.83%	35
2025 Q4	$1.1M	Buy	+23,481	New	+$1.09M	0.3%	67

Other funds holding DEM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Freedom Day Solutions's DEM Position: Q3 2026 in Review

Freedom Day Solutions increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 20% in Q3 2026, buying an estimated $1.06M and bringing the position to 115,636 shares worth $6.4M. The position accounts for 1.41% of the portfolio, ranked #13.

Freedom Day Solutions first reported a position in DEM in Q4 2025 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold DEM as of Q3 2026.

Freedom Day Solutions held 115,636 shares of WisdomTree Emerging Markets High Dividend Fund worth $6.4M as of Q3 2026.
Freedom Day Solutions bought 19,410 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2026, an estimated $1.06M.
WisdomTree Emerging Markets High Dividend Fund made up 1.41% of Freedom Day Solutions's portfolio in Q3 2026, its #13 holding.
Freedom Day Solutions first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 4 quarters since.
70 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2026.

Based on Freedom Day Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.