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Fund Advisors of America Inc’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Fund Advisors of America 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 		$244K Buy
4,529
+105
+2% +$5.61K 0.22% 98
2026
Q1 		$220K Sell
4,424
-200
-4% -$9.92K 0.22% 103
2025
Q4 		$216K Buy
+4,624
New +$214K 0.2% 110

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fund Advisors of America Inc's DEM Position: Q2 2026 in Review

Fund Advisors of America Inc increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 2.4% in Q2 2026, buying an estimated $5.61K and bringing the position to 4,529 shares worth $244K. The position accounts for 0.22% of the portfolio, ranked #98.

Fund Advisors of America Inc first reported a position in DEM in Q4 2025 and has held it in 3 quarters since. 358 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

  • Fund Advisors of America Inc held 4,529 shares of WisdomTree Emerging Markets High Dividend Fund worth $244K as of Q2 2026.
  • Fund Advisors of America Inc bought 105 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $5.61K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.22% of Fund Advisors of America Inc's portfolio in Q2 2026, its #98 holding.
  • Fund Advisors of America Inc first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 358 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Fund Advisors of America Inc's 13F filing for Q2 2026, filed 11 Aug 2026.