Gateway Wealth Partners’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

Gateway Wealth Partners’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	$680K	Sell	12,638 -12,656	-50%	-$676K	0.04%	395
2026 Q1	$1.26M	Buy	25,294 +13,781	+120%	+$683K	0.05%	333
2025 Q4	$538K	Sell	11,513 -143	-1%	-$6.62K	0.06%	262
2025 Q3	$536K	Buy	11,656 +2,319	+25%	+$107K	0.07%	241
2025 Q2	$423K	Buy	9,337 +1,814	+24%	+$78.1K	0.08%	226
2025 Q1	$317K	Sell	7,523 -143	-2%	-$5.96K	0.07%	242
2024 Q4	$310K	Sell	7,666 -206	-3%	-$8.71K	0.08%	226
2024 Q3	$346K	Sell	7,872 -640	-8%	-$27.7K	0.1%	193
2024 Q2	$369K	Sell	8,512 -75	-0.9%	-$3.22K	0.11%	175
2024 Q1	$359K	Buy	8,587 +828	+11%	+$33.8K	0.13%	150
2023 Q4	$316K	Sell	7,759 -1,774	-19%	-$67.9K	0.13%	148
2023 Q3	$357K	Buy	9,533 +1,836	+24%	+$71.4K	0.06%	167
2023 Q2	$295K	Buy	+7,697	New	+$296K	0.05%	184

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 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Gateway Wealth Partners's DEM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 50% in Q2 2026, selling an estimated $676K and leaving 12,638 shares worth $680K. The position accounts for 0.04% of the portfolio, ranked #395.

Gateway Wealth Partners first reported a position in DEM in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.26M in Q1 2026. 370 funds tracked by Wall St. Rank hold DEM as of Q2 2026.

Gateway Wealth Partners held 12,638 shares of WisdomTree Emerging Markets High Dividend Fund worth $680K as of Q2 2026.
Gateway Wealth Partners sold 12,656 WisdomTree Emerging Markets High Dividend Fund shares in Q2 2026, an estimated $676K.
WisdomTree Emerging Markets High Dividend Fund made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #395 holding.
Gateway Wealth Partners first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q2 2023 and has held it in 13 quarters since.
Gateway Wealth Partners's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.26M in Q1 2026.
370 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.